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 | $33,882 | $59,839-43.4% | $81,991-58.7% | $79,852-57.6% |
| Participation rate | 29.3% | 61.6%-32.3pp | 69.3%-40.0pp | 69.6%-40.4pp |
| Annual return | 12.83% | 17.56%-4.7pp | 41.31%-28.5pp | 31.72%-18.9pp |
| Employer contribution / active EE | $95 | $1,713-94.4% | $2,498-96.2% | $2,471-96.1% |
| Participant deferral / active EE | $1,020 | $2,695-62.1% | $3,722-72.6% | $3,740-72.7% |
| Admin fee / account holder | $2,292 | $4,287-46.5% | $5,665-59.5% | $5,306-56.8% |