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 | $55,079 | $95,453-42.3% | $112,040-50.8% | $82,448-33.2% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.5%-25.2pp | 68.1%-16.8pp |
| Annual return | 13.30% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $535 | $2,318-76.9% | $2,954-81.9% | $2,551-79.0% |
| Participant deferral / active EE | $3,485 | $4,224-17.5% | $5,098-31.6% | $4,139-15.8% |
| Admin fee / account holder | $31,861 | $9,013+253.5% | $12,098+163.4% | $7,234+340.4% |