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 | $39,417 | $81,358-51.6% | $155,556-74.7% | $80,959-51.3% |
| Participation rate | 39.5% | 66.3%-26.8pp | 78.2%-38.8pp | 67.7%-28.2pp |
| Annual return | 11.78% | 33.39%-21.6pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $333 | $3,106-89.3% | $4,675-92.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,549 | $3,455-55.2% | $5,631-72.5% | $4,300-64.0% |
| Admin fee / account holder | $2,194 | $7,994-72.6% | $15,885-86.2% | $6,925-68.3% |