Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,251 | $67,602-47.9% | $82,312-57.2% | $70,126-49.7% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 15.73% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $175 | $1,755-90.0% | $2,428-92.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,493 | $2,987-50.0% | $3,706-59.7% | $3,332-55.2% |
| Admin fee / account holder | $4,103 | $4,512-9.1% | $5,608-26.8% | $4,645-11.7% |