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 | $44,183 | $81,331-45.7% | $155,534-71.6% | $80,935-45.4% |
| Participation rate | 28.2% | 66.3%-38.1pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 24.09% | 33.37%-9.3pp | 64.92%-40.8pp | 35.66%-11.6pp |
| Employer contribution / active EE | $283 | $3,105-90.9% | $4,675-93.9% | $2,757-89.7% |
| Participant deferral / active EE | $2,549 | $3,454-26.2% | $5,630-54.7% | $4,299-40.7% |
| Admin fee / account holder | $1,713 | $7,999-78.6% | $15,900-89.2% | $6,924-75.3% |