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 | $75,382 | $136,307-44.7% | $106,619-29.3% | $273,972-72.5% |
| Participation rate | 36.4% | 84.8%-48.4pp | 78.0%-41.6pp | 83.0%-46.7pp |
| Annual return | 4.70% | 11.05%-6.4pp | 9.42%-4.7pp | 41.46%-36.8pp |
| Employer contribution / active EE | $518 | $5,190-90.0% | $3,947-86.9% | $4,869-89.4% |
| Participant deferral / active EE | $1,930 | $4,969-61.2% | $3,930-50.9% | $5,287-63.5% |
| Admin fee / account holder | $33,065 | $8,625+283.4% | $6,418+415.2% | $10,133+226.3% |