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 | $42,110 | $97,550-56.8% | $120,344-65.0% | $87,485-51.9% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.7%-31.5pp | 68.9%-23.8pp |
| Annual return | 13.01% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $335 | $2,291-85.4% | $3,020-88.9% | $2,596-87.1% |
| Participant deferral / active EE | $2,449 | $4,230-42.1% | $5,135-52.3% | $4,274-42.7% |
| Admin fee / account holder | $1,947 | $9,543-79.6% | $12,742-84.7% | $7,775-75.0% |