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 | $55,885 | $80,983-31.0% | $96,544-42.1% | $75,177-25.7% |
| Participation rate | 39.6% | 71.8%-32.2pp | 76.0%-36.4pp | 67.2%-27.6pp |
| Annual return | 13.19% | 27.05%-13.9pp | 25.88%-12.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $344 | $2,282-84.9% | $2,966-88.4% | $2,671-87.1% |
| Participant deferral / active EE | $2,599 | $3,929-33.8% | $4,851-46.4% | $4,126-37.0% |
| Admin fee / account holder | $11,850 | $6,717+76.4% | $8,254+43.6% | $5,651+109.7% |