Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,832 | $101,795-58.9% | $165,100-74.7% | $80,959-48.3% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.7%-14.7pp |
| Annual return | 15.60% | 16.73%-1.1pp | 70.21%-54.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $765 | $2,954-74.1% | $4,348-82.4% | $2,757-72.3% |
| Participant deferral / active EE | $3,505 | $4,476-21.7% | $6,035-41.9% | $4,300-18.5% |
| Admin fee / account holder | $6,238 | $8,221-24.1% | $12,696-50.9% | $6,925-9.9% |