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 | $39,045 | $58,493-33.2% | $84,021-53.5% | $72,975-46.5% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 22.34% | 28.93%-6.6pp | 71.32%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $85 | $1,163-92.7% | $1,984-95.7% | $2,440-96.5% |
| Participant deferral / active EE | $1,125 | $2,394-53.0% | $3,239-65.3% | $3,608-68.8% |
| Admin fee / account holder | $8,622 | $4,569+88.7% | $6,102+41.3% | $5,124+68.3% |