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 | $48,428 | $56,894-14.9% | $84,753-42.9% | $62,881-23.0% |
| Participation rate | 31.3% | 68.5%-37.3pp | 76.6%-45.3pp | 69.3%-38.1pp |
| Annual return | 5.24% | 6.30%-1.1pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $79 | $2,400-96.7% | $3,574-97.8% | $2,281-96.5% |
| Participant deferral / active EE | $1,360 | $2,709-49.8% | $3,712-63.4% | $3,203-57.6% |
| Admin fee / account holder | $6,137 | $3,581+71.4% | $5,333+15.1% | $4,296+42.9% |