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 | $41,346 | $78,707-47.5% | $117,861-64.9% | $70,126-41.0% |
| Participation rate | 64.4% | 73.2%-8.7pp | 79.7%-15.2pp | 69.5%-5.1pp |
| Annual return | 29.10% | 23.30%+5.8pp | 335.11%-306.0pp | 73.15%-44.0pp |
| Employer contribution / active EE | $494 | $2,223-77.8% | $3,786-87.0% | $2,343-78.9% |
| Participant deferral / active EE | $2,905 | $3,297-11.9% | $4,482-35.2% | $3,332-12.8% |
| Admin fee / account holder | $922 | $5,066-81.8% | $8,021-88.5% | $4,645-80.1% |