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 | $59,439 | $67,606-12.1% | $82,313-27.8% | $70,124-15.2% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 14.09% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $167 | $1,755-90.5% | $2,428-93.1% | $2,342-92.9% |
| Participant deferral / active EE | $1,997 | $2,987-33.2% | $3,706-46.1% | $3,332-40.1% |
| Admin fee / account holder | $5,377 | $4,512+19.2% | $5,608-4.1% | $4,645+15.8% |