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 | $29,280 | $79,961-63.4% | $98,462-70.3% | $75,177-61.1% |
| Participation rate | 35.6% | 70.4%-34.7pp | 75.2%-39.5pp | 67.2%-31.6pp |
| Annual return | 15.43% | 19.75%-4.3pp | 21.17%-5.7pp | 160.75%-145.3pp |
| Employer contribution / active EE | $206 | $2,264-90.9% | $3,049-93.3% | $2,671-92.3% |
| Participant deferral / active EE | $2,072 | $3,753-44.8% | $4,738-56.3% | $4,126-49.8% |
| Admin fee / account holder | $822 | $6,842-88.0% | $8,875-90.7% | $5,651-85.5% |