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 | $33,739 | $73,981-54.4% | $105,754-68.1% | $62,881-46.3% |
| Participation rate | 63.2% | 71.7%-8.5pp | 78.9%-15.8pp | 69.3%-6.1pp |
| Annual return | 5.43% | 17.60%-12.2pp | 12.25%-6.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $407 | $2,856-85.8% | $4,079-90.0% | $2,281-82.2% |
| Participant deferral / active EE | $2,054 | $4,038-49.1% | $5,326-61.4% | $3,203-35.9% |
| Admin fee / account holder | $2,137 | $5,976-64.3% | $8,309-74.3% | $4,296-50.3% |