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 | $44,950 | $88,672-49.3% | $105,223-57.3% | $82,448-45.5% |
| Participation rate | 46.1% | 67.9%-21.9pp | 75.0%-29.0pp | 68.1%-22.0pp |
| Annual return | 22.86% | 30.86%-8.0pp | 180.65%-157.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $532 | $3,048-82.6% | $3,689-85.6% | $2,551-79.2% |
| Participant deferral / active EE | $2,527 | $4,036-37.4% | $5,072-50.2% | $4,139-38.9% |
| Admin fee / account holder | $2,798 | $7,146-60.8% | $8,859-68.4% | $7,234-61.3% |