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 | $43,329 | $72,273-40.0% | $101,275-57.2% | $79,856-45.7% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.4pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.48%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $371 | $2,691-86.2% | $3,660-89.9% | $2,471-85.0% |
| Participant deferral / active EE | $5,326 | $3,282+62.3% | $4,371+21.9% | $3,741+42.4% |
| Admin fee / account holder | $8,497 | $4,401+93.1% | $5,948+42.9% | $5,306+60.1% |