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 | $49,940 | $55,713-10.4% | $75,894-34.2% | $72,983-31.6% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.3%-27.0pp | 69.5%-27.2pp |
| Annual return | 24.82% | 27.60%-2.8pp | 30.76%-5.9pp | 81.01%-56.2pp |
| Employer contribution / active EE | $216 | $1,687-87.2% | $2,501-91.4% | $2,440-91.2% |
| Participant deferral / active EE | $1,785 | $2,634-32.2% | $3,603-50.5% | $3,608-50.5% |
| Admin fee / account holder | $7,179 | $3,980+80.3% | $5,420+32.5% | $5,124+40.1% |