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 | $23,534 | $69,444-66.1% | $92,985-74.7% | $87,485-73.1% |
| Participation rate | 63.2% | 63.3%-0.1pp | 69.5%-6.3pp | 68.9%-5.8pp |
| Annual return | 13.20% | 23.85%-10.6pp | 27.99%-14.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $250 | $1,917-86.9% | $2,662-90.6% | $2,596-90.4% |
| Participant deferral / active EE | $1,658 | $3,364-50.7% | $4,377-62.1% | $4,274-61.2% |
| Admin fee / account holder | $4,331 | $6,137-29.4% | $9,463-54.2% | $7,775-44.3% |