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 | $47,373 | $72,492-34.7% | $87,104-45.6% | $72,975-35.1% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 34.20% | 24.46%+9.7pp | 28.19%+6.0pp | 81.01%-46.8pp |
| Employer contribution / active EE | $251 | $1,894-86.7% | $2,521-90.0% | $2,440-89.7% |
| Participant deferral / active EE | $2,328 | $3,270-28.8% | $4,048-42.5% | $3,608-35.5% |
| Admin fee / account holder | $6,779 | $5,055+34.1% | $7,491-9.5% | $5,124+32.3% |