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 | $48,738 | $72,269-32.6% | $101,271-51.9% | $79,852-39.0% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 13.07% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $453 | $2,692-83.2% | $3,660-87.6% | $2,471-81.7% |
| Participant deferral / active EE | $2,855 | $3,282-13.0% | $4,371-34.7% | $3,740-23.7% |
| Admin fee / account holder | $3,882 | $4,401-11.8% | $5,948-34.7% | $5,306-26.8% |