Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,259 | $81,358-65.3% | $155,556-81.8% | $80,959-65.1% |
| Participation rate | 52.6% | 66.3%-13.6pp | 78.2%-25.6pp | 67.7%-15.0pp |
| Annual return | 12.05% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $335 | $3,106-89.2% | $4,675-92.8% | $2,757-87.8% |
| Participant deferral / active EE | $1,342 | $3,455-61.2% | $5,631-76.2% | $4,300-68.8% |
| Admin fee / account holder | $695 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |