Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,862 | $81,504-53.5% | $102,437-63.0% | $80,959-53.2% |
| Participation rate | 57.7% | 66.9%-9.1pp | 74.5%-16.8pp | 67.7%-9.9pp |
| Annual return | 25.22% | 25.60%-0.4pp | 24.95%+0.3pp | 35.67%-10.4pp |
| Employer contribution / active EE | $607 | $3,104-80.4% | $3,871-84.3% | $2,757-78.0% |
| Participant deferral / active EE | $2,014 | $3,871-48.0% | $5,060-60.2% | $4,300-53.2% |
| Admin fee / account holder | $2,302 | $6,719-65.7% | $8,388-72.6% | $6,925-66.8% |