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 | $49,628 | $76,371-35.0% | $93,621-47.0% | $72,976-32.0% |
| Participation rate | 44.9% | 71.8%-26.9pp | 75.8%-30.9pp | 69.5%-24.6pp |
| Annual return | 21.03% | 25.82%-4.8pp | 32.76%-11.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $259 | $2,276-88.6% | $2,719-90.5% | $2,440-89.4% |
| Participant deferral / active EE | $1,479 | $3,538-58.2% | $4,070-63.6% | $3,608-59.0% |
| Admin fee / account holder | $6,070 | $6,839-11.2% | $7,890-23.1% | $5,124+18.5% |