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 | $51,323 | $72,269-29.0% | $101,271-49.3% | $79,852-35.7% |
| Participation rate | 14.6% | 68.5%-53.9pp | 75.8%-61.2pp | 69.6%-55.1pp |
| Annual return | 11.12% | 22.29%-11.2pp | 46.48%-35.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $452 | $2,692-83.2% | $3,660-87.7% | $2,471-81.7% |
| Participant deferral / active EE | $1,540 | $3,282-53.1% | $4,371-64.8% | $3,740-58.8% |
| Admin fee / account holder | $3,307 | $4,401-24.9% | $5,948-44.4% | $5,306-37.7% |