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 | $22,739 | $81,487-72.1% | $102,412-77.8% | $80,935-71.9% |
| Participation rate | 60.4% | 66.8%-6.4pp | 74.5%-14.1pp | 67.7%-7.2pp |
| Annual return | 14.21% | 25.60%-11.4pp | 24.94%-10.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $400 | $3,103-87.1% | $3,870-89.7% | $2,757-85.5% |
| Participant deferral / active EE | $3,238 | $3,871-16.3% | $5,060-36.0% | $4,299-24.7% |
| Admin fee / account holder | $581 | $6,717-91.3% | $8,388-93.1% | $6,924-91.6% |