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 | $51,320 | $75,720-32.2% | $90,312-43.2% | $86,983-41.0% |
| Participation rate | 52.0% | 66.3%-14.3pp | 72.9%-20.9pp | 69.5%-17.5pp |
| Annual return | 13.77% | 18.55%-4.8pp | 18.90%-5.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $270 | $1,945-86.1% | $2,243-87.9% | $2,584-89.5% |
| Participant deferral / active EE | $1,964 | $3,001-34.6% | $3,749-47.6% | $4,194-53.2% |
| Admin fee / account holder | $8,756 | $6,201+41.2% | $8,248+6.2% | $7,856+11.5% |