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 | $36,480 | $56,894-35.9% | $84,753-57.0% | $62,881-42.0% |
| Participation rate | 56.1% | 68.5%-12.5pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 4.39% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $333 | $2,400-86.1% | $3,574-90.7% | $2,281-85.4% |
| Participant deferral / active EE | $2,343 | $2,709-13.5% | $3,712-36.9% | $3,203-26.9% |
| Admin fee / account holder | $4,732 | $3,581+32.2% | $5,333-11.3% | $4,296+10.2% |