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 | $41,911 | $58,627-28.5% | $76,735-45.4% | $82,448-49.2% |
| Participation rate | 34.9% | 63.2%-28.3pp | 69.5%-34.6pp | 68.1%-33.1pp |
| Annual return | 14.65% | 39.10%-24.5pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $251 | $1,729-85.5% | $2,454-89.8% | $2,551-90.2% |
| Participant deferral / active EE | $1,548 | $3,134-50.6% | $4,088-62.1% | $4,139-62.6% |
| Admin fee / account holder | $1,036 | $5,323-80.5% | $7,189-85.6% | $7,234-85.7% |