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 | $53,653 | $60,349-11.1% | $74,184-27.7% | $62,881-14.7% |
| Participation rate | 65.4% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 7.58% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $335 | $1,680-80.1% | $2,370-85.9% | $2,281-85.3% |
| Participant deferral / active EE | $1,863 | $2,856-34.8% | $3,550-47.5% | $3,203-41.8% |
| Admin fee / account holder | $2,866 | $4,261-32.7% | $5,586-48.7% | $4,296-33.3% |