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 | $69,439 | $95,404-27.2% | $113,397-38.8% | $82,637-16.0% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.5%-34.4pp | 68.1%-25.9pp |
| Annual return | 20.00% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $577 | $2,307-75.0% | $2,977-80.6% | $2,552-77.4% |
| Participant deferral / active EE | $2,027 | $4,220-52.0% | $5,076-60.1% | $4,126-50.9% |
| Admin fee / account holder | $2,399 | $9,168-73.8% | $11,957-79.9% | $7,339-67.3% |