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 | $44,354 | $136,860-67.6% | $120,344-63.1% | $154,746-71.3% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 11.03% | 21.38%-10.3pp | 20.30%-9.3pp | 172.34%-161.3pp |
| Employer contribution / active EE | $460 | $3,533-87.0% | $3,020-84.8% | $4,379-89.5% |
| Participant deferral / active EE | $2,137 | $5,793-63.1% | $5,135-58.4% | $6,730-68.2% |
| Admin fee / account holder | $3,227 | $15,393-79.0% | $12,742-74.7% | $14,365-77.5% |