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 | $47,623 | $81,504-41.6% | $102,437-53.5% | $80,959-41.2% |
| Participation rate | 39.0% | 66.9%-27.8pp | 74.5%-35.5pp | 67.7%-28.6pp |
| Annual return | 12.78% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $256 | $3,104-91.8% | $3,871-93.4% | $2,757-90.7% |
| Participant deferral / active EE | $1,867 | $3,871-51.8% | $5,060-63.1% | $4,300-56.6% |
| Admin fee / account holder | $3,847 | $6,719-42.8% | $8,388-54.1% | $6,925-44.5% |