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 | $59,479 | $58,627+1.5% | $76,735-22.5% | $82,448-27.9% |
| Participation rate | 51.7% | 63.2%-11.5pp | 69.5%-17.8pp | 68.1%-16.3pp |
| Annual return | 16.81% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $155 | $1,729-91.0% | $2,454-93.7% | $2,551-93.9% |
| Participant deferral / active EE | $1,433 | $3,134-54.3% | $4,088-64.9% | $4,139-65.4% |
| Admin fee / account holder | $3,360 | $5,323-36.9% | $7,189-53.3% | $7,234-53.6% |