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 | $39,168 | $67,606-42.1% | $82,313-52.4% | $70,124-44.1% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.2pp | 69.5%-13.8pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $341 | $1,755-80.6% | $2,428-86.0% | $2,342-85.5% |
| Participant deferral / active EE | $2,214 | $2,987-25.9% | $3,706-40.3% | $3,332-33.6% |
| Admin fee / account holder | $9,327 | $4,512+106.7% | $5,608+66.3% | $4,645+100.8% |