Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,562 | $67,894-10.8% | $89,340-32.2% | $82,448-26.5% |
| Participation rate | 27.0% | 64.0%-37.0pp | 69.6%-42.5pp | 68.1%-41.0pp |
| Annual return | 18.52% | 19.21%-0.7pp | 20.57%-2.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $210 | $1,828-88.5% | $2,231-90.6% | $2,551-91.8% |
| Participant deferral / active EE | $1,412 | $3,072-54.0% | $3,823-63.1% | $4,139-65.9% |
| Admin fee / account holder | $930 | $5,723-83.7% | $6,704-86.1% | $7,234-87.1% |