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 | $55,639 | $97,648-43.0% | $121,663-54.3% | $87,485-36.4% |
| Participation rate | 10.8% | 70.5%-59.7pp | 74.5%-63.7pp | 68.9%-58.1pp |
| Annual return | 12.75% | 18.03%-5.3pp | 147.54%-134.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $117 | $2,300-94.9% | $3,020-96.1% | $2,596-95.5% |
| Participant deferral / active EE | $4,475 | $3,923+14.1% | $4,887-8.4% | $4,274+4.7% |
| Admin fee / account holder | $7,651 | $11,100-31.1% | $14,289-46.5% | $7,775-1.6% |