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 | $70,819 | $81,487-13.1% | $102,412-30.8% | $80,935-12.5% |
| Participation rate | 55.4% | 66.8%-11.5pp | 74.5%-19.1pp | 67.7%-12.3pp |
| Annual return | 13.54% | 25.60%-12.1pp | 24.94%-11.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $336 | $3,103-89.2% | $3,870-91.3% | $2,757-87.8% |
| Participant deferral / active EE | $3,061 | $3,871-20.9% | $5,060-39.5% | $4,299-28.8% |
| Admin fee / account holder | $5,467 | $6,717-18.6% | $8,388-34.8% | $6,924-21.1% |