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 | $52,793 | $135,956-61.2% | $123,894-57.4% | $273,972-80.7% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $352 | $5,170-93.2% | $4,617-92.4% | $4,869-92.8% |
| Participant deferral / active EE | $2,041 | $6,343-67.8% | $5,984-65.9% | $5,287-61.4% |
| Admin fee / account holder | $954 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |