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 | $52,797 | $83,898-37.1% | $133,346-60.4% | $94,015-43.8% |
| Participation rate | 44.2% | 63.4%-19.1pp | 72.8%-28.6pp | 70.8%-26.6pp |
| Annual return | 22.41% | 16.00%+6.4pp | 36.85%-14.4pp | 17.84%+4.6pp |
| Employer contribution / active EE | $213 | $1,821-88.3% | $2,853-92.5% | $2,790-92.4% |
| Participant deferral / active EE | $1,457 | $3,245-55.1% | $4,332-66.4% | $4,249-65.7% |
| Admin fee / account holder | $10,280 | $7,809+31.7% | $14,264-27.9% | $8,951+14.8% |