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 | $52,552 | $62,672-16.1% | $185,117-71.6% | $70,126-25.1% |
| Participation rate | 38.6% | 63.8%-25.2pp | 77.3%-38.7pp | 69.5%-31.0pp |
| Annual return | 15.99% | 40.79%-24.8pp | 40.50%-24.5pp | 73.15%-57.2pp |
| Employer contribution / active EE | $236 | $1,753-86.5% | $4,182-94.4% | $2,343-89.9% |
| Participant deferral / active EE | $1,269 | $3,272-61.2% | $5,045-74.8% | $3,332-61.9% |
| Admin fee / account holder | $6,466 | $3,932+64.5% | $8,159-20.8% | $4,645+39.2% |