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 | $109,620-49.2% | $148,496-62.5% | $94,015-40.8% |
| Participation rate | 10.8% | 71.3%-60.4pp | 76.0%-65.2pp | 70.8%-60.0pp |
| Annual return | 12.75% | 17.54%-4.8pp | 12.33%+0.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $117 | $2,618-95.5% | $3,497-96.7% | $2,790-95.8% |
| Participant deferral / active EE | $4,475 | $3,831+16.8% | $4,808-6.9% | $4,249+5.3% |
| Admin fee / account holder | $7,651 | $10,050-23.9% | $19,547-60.9% | $8,951-14.5% |