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 | $44,490 | $65,361-31.9% | $92,903-52.1% | $72,983-39.0% |
| Participation rate | 38.6% | 68.3%-29.7pp | 76.0%-37.4pp | 69.5%-30.9pp |
| Annual return | 22.86% | 42.11%-19.2pp | 109.43%-86.6pp | 81.01%-58.1pp |
| Employer contribution / active EE | $315 | $2,594-87.9% | $3,653-91.4% | $2,440-87.1% |
| Participant deferral / active EE | $2,172 | $3,128-30.6% | $4,238-48.8% | $3,608-39.8% |
| Admin fee / account holder | $1,678 | $4,251-60.5% | $5,795-71.0% | $5,124-67.2% |