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 | $45,623 | $88,707-48.6% | $74,184-38.5% | $273,972-83.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.97% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $143 | $3,159-95.5% | $2,370-94.0% | $4,869-97.1% |
| Participant deferral / active EE | $1,439 | $4,212-65.8% | $3,550-59.5% | $5,287-72.8% |
| Admin fee / account holder | $7,145 | $8,717-18.0% | $5,586+27.9% | $10,133-29.5% |