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 | $61,217 | $76,551-20.0% | $123,894-50.6% | $62,881-2.6% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 10.18% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $396 | $2,882-86.3% | $4,617-91.4% | $2,281-82.6% |
| Participant deferral / active EE | $2,500 | $4,840-48.3% | $5,984-58.2% | $3,203-21.9% |
| Admin fee / account holder | $7,276 | $4,826+50.8% | $8,357-12.9% | $4,296+69.4% |