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 | $35,883 | $73,978-51.5% | $96,515-62.8% | $75,173-52.3% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-8.9pp | 67.2%-1.8pp |
| Annual return | 15.17% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $603 | $2,931-79.4% | $3,740-83.9% | $2,671-77.4% |
| Participant deferral / active EE | $3,534 | $3,660-3.4% | $4,880-27.6% | $4,126-14.3% |
| Admin fee / account holder | $2,418 | $5,219-53.7% | $6,735-64.1% | $5,651-57.2% |