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 | $71,406 | $86,919-17.8% | $102,457-30.3% | $80,911-11.7% |
| Participation rate | 35.2% | 72.4%-37.2pp | 76.5%-41.3pp | 67.6%-32.4pp |
| Annual return | 13.42% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $523 | $2,368-77.9% | $3,022-82.7% | $2,756-81.0% |
| Participant deferral / active EE | $2,277 | $4,119-44.7% | $5,054-55.0% | $4,297-47.0% |
| Admin fee / account holder | $3,089 | $8,049-61.6% | $9,451-67.3% | $6,935-55.5% |