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 | $54,647 | $93,346-41.5% | $71,796-23.9% | $273,972-80.1% |
| Participation rate | 35.0% | 76.5%-41.5pp | 69.1%-34.1pp | 83.0%-48.0pp |
| Annual return | 11.05% | 130.39%-119.3pp | 78.04%-67.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $168 | $2,733-93.9% | $1,924-91.3% | $4,869-96.6% |
| Participant deferral / active EE | $4,116 | $3,475+18.4% | $2,794+47.3% | $5,287-22.2% |
| Admin fee / account holder | $5,555 | $6,571-15.5% | $4,815+15.4% | $10,133-45.2% |