Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,156 | $181,896-80.1% | $156,551-76.9% | $273,972-86.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 5.87% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $436 | $6,248-93.0% | $5,501-92.1% | $4,869-91.1% |
| Participant deferral / active EE | $4,729 | $5,550-14.8% | $4,871-2.9% | $5,287-10.6% |
| Admin fee / account holder | $6,782 | $15,560-56.4% | $13,028-47.9% | $10,133-33.1% |