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 | $35,188 | $76,550-54.0% | $123,894-71.6% | $62,881-44.0% |
| Participation rate | 62.4% | 73.0%-10.6pp | 81.4%-19.1pp | 69.3%-7.0pp |
| Annual return | 11.55% | 18.67%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,762 | $4,840+101.7% | $5,984+63.1% | $3,203+204.8% |
| Admin fee / account holder | $1,724 | $4,826-64.3% | $8,357-79.4% | $4,296-59.9% |