Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,095 | $76,834-59.5% | $108,359-71.3% | $87,485-64.5% |
| Participation rate | 32.7% | 61.7%-29.1pp | 70.1%-37.5pp | 68.9%-36.3pp |
| Annual return | 16.16% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $92 | $1,556-94.1% | $2,399-96.1% | $2,596-96.4% |
| Participant deferral / active EE | $1,377 | $3,100-55.6% | $4,137-66.7% | $4,274-67.8% |
| Admin fee / account holder | $3,886 | $6,537-40.6% | $9,741-60.1% | $7,775-50.0% |