Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,312 | $106,749-56.6% | $145,433-68.2% | $82,448-43.8% |
| Participation rate | 34.5% | 75.6%-41.2pp | 82.1%-47.6pp | 68.1%-33.6pp |
| Annual return | 14.69% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $318 | $3,444-90.8% | $4,554-93.0% | $2,551-87.5% |
| Participant deferral / active EE | $6,101 | $6,519-6.4% | $7,897-22.7% | $4,139+47.4% |
| Admin fee / account holder | $9,615 | $8,390+14.6% | $13,129-26.8% | $7,234+32.9% |