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 | $26,238 | $52,580-50.1% | $71,671-63.4% | $70,126-62.6% |
| Participation rate | 38.8% | 60.9%-22.1pp | 68.7%-30.0pp | 69.5%-30.8pp |
| Annual return | 17.69% | 20.25%-2.6pp | 20.65%-3.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $249 | $1,616-84.6% | $2,460-89.9% | $2,343-89.4% |
| Participant deferral / active EE | $1,633 | $2,386-31.6% | $3,438-52.5% | $3,332-51.0% |
| Admin fee / account holder | $8,662 | $3,653+137.1% | $5,558+55.8% | $4,645+86.5% |