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 | $30,186 | $86,330-65.0% | $121,871-75.2% | $94,015-67.9% |
| Participation rate | 61.5% | 66.7%-5.1pp | 73.2%-11.7pp | 70.8%-9.3pp |
| Annual return | 14.97% | 14.95%0pp | 13.57%+1.4pp | 17.84%-2.9pp |
| Employer contribution / active EE | $252 | $2,292-89.0% | $2,731-90.8% | $2,790-91.0% |
| Participant deferral / active EE | $1,691 | $3,146-46.2% | $4,318-60.8% | $4,249-60.2% |
| Admin fee / account holder | $530 | $7,346-92.8% | $11,551-95.4% | $8,951-94.1% |