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 | $38,554 | $81,487-52.7% | $102,412-62.4% | $80,935-52.4% |
| Participation rate | 60.3% | 66.8%-6.5pp | 74.5%-14.2pp | 67.7%-7.4pp |
| Annual return | 10.78% | 25.60%-14.8pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $493 | $3,103-84.1% | $3,870-87.3% | $2,757-82.1% |
| Participant deferral / active EE | $2,200 | $3,871-43.2% | $5,060-56.5% | $4,299-48.8% |
| Admin fee / account holder | $3,434 | $6,717-48.9% | $8,388-59.1% | $6,924-50.4% |