Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,072 | $86,050-59.2% | $189,758-81.5% | $94,015-62.7% |
| Participation rate | 18.8% | 68.9%-50.1pp | 79.8%-61.0pp | 70.8%-52.1pp |
| Annual return | 17.34% | 17.77%-0.4pp | 52.62%-35.3pp | 17.84%-0.5pp |
| Employer contribution / active EE | $284 | $2,819-89.9% | $4,767-94.1% | $2,790-89.8% |
| Participant deferral / active EE | $1,156 | $3,349-65.5% | $5,856-80.3% | $4,249-72.8% |
| Admin fee / account holder | $1,837 | $6,627-72.3% | $20,388-91.0% | $8,951-79.5% |