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 | $51,411 | $124,336-58.7% | $111,303-53.8% | $167,518-69.3% |
| Participation rate | 16.7% | 79.6%-63.0pp | 77.3%-60.6pp | 82.1%-65.4pp |
| Annual return | 14.62% | 37.45%-22.8pp | 54.66%-40.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $633 | $3,436-81.6% | $2,731-76.8% | $4,838-86.9% |
| Participant deferral / active EE | $1,698 | $5,181-67.2% | $4,487-62.2% | $6,342-73.2% |
| Admin fee / account holder | $11,035 | $10,623+3.9% | $7,966+38.5% | $12,312-10.4% |