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 | $45,809 | $58,828-22.1% | $78,002-41.3% | $62,881-27.1% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 6.40% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $285 | $1,672-83.0% | $2,470-88.5% | $2,281-87.5% |
| Participant deferral / active EE | $1,423 | $2,686-47.0% | $3,497-59.3% | $3,203-55.6% |
| Admin fee / account holder | $4,436 | $4,393+1.0% | $5,481-19.1% | $4,296+3.3% |