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 | $55,946 | $89,367-37.4% | $141,191-60.4% | $72,975-23.3% |
| Participation rate | 33.9% | 75.1%-41.2pp | 82.5%-48.5pp | 69.5%-35.6pp |
| Annual return | 19.56% | 111.87%-92.3pp | 71.41%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $234 | $3,115-92.5% | $4,736-95.1% | $2,440-90.4% |
| Participant deferral / active EE | $3,723 | $5,419-31.3% | $6,710-44.5% | $3,608+3.2% |
| Admin fee / account holder | $3,003 | $5,957-49.6% | $10,264-70.7% | $5,124-41.4% |