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 | $32,450 | $86,050-62.3% | $189,758-82.9% | $94,015-65.5% |
| Participation rate | 64.1% | 68.9%-4.8pp | 79.8%-15.7pp | 70.8%-6.8pp |
| Annual return | 14.66% | 17.77%-3.1pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $148 | $2,819-94.8% | $4,767-96.9% | $2,790-94.7% |
| Participant deferral / active EE | $1,479 | $3,349-55.8% | $5,856-74.7% | $4,249-65.2% |
| Admin fee / account holder | $3,324 | $6,627-49.8% | $20,388-83.7% | $8,951-62.9% |