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 | $50,628 | $79,961-36.7% | $98,462-48.6% | $75,177-32.7% |
| Participation rate | 68.9% | 70.4%-1.5pp | 75.2%-6.3pp | 67.2%+1.6pp |
| Annual return | 14.12% | 19.75%-5.6pp | 21.17%-7.1pp | 160.75%-146.6pp |
| Employer contribution / active EE | $400 | $2,264-82.3% | $3,049-86.9% | $2,671-85.0% |
| Participant deferral / active EE | $3,209 | $3,753-14.5% | $4,738-32.3% | $4,126-22.2% |
| Admin fee / account holder | $26,319 | $6,842+284.6% | $8,875+196.6% | $5,651+365.7% |