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 | $34,089 | $52,678-35.3% | $75,784-55.0% | $59,633-42.8% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.8%-31.8pp | 68.7%-24.7pp |
| Annual return | 6.21% | 2.95%+3.3pp | 9.68%-3.5pp | 2041.40%-2035.2pp |
| Employer contribution / active EE | $262 | $2,193-88.0% | $3,323-92.1% | $2,203-88.1% |
| Participant deferral / active EE | $1,121 | $2,591-56.7% | $3,652-69.3% | $3,192-64.9% |
| Admin fee / account holder | $1,361 | $3,610-62.3% | $5,300-74.3% | $4,297-68.3% |