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 | $55,064 | $88,707-37.9% | $74,184-25.8% | $273,972-79.9% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 3.35% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $375 | $3,159-88.1% | $2,370-84.2% | $4,869-92.3% |
| Participant deferral / active EE | $1,282 | $4,212-69.6% | $3,550-63.9% | $5,287-75.8% |
| Admin fee / account holder | $4,980 | $8,717-42.9% | $5,586-10.8% | $10,133-50.8% |