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 | $42,671 | $74,535-42.8% | $100,712-57.6% | $82,637-48.4% |
| Participation rate | 46.1% | 61.2%-15.1pp | 69.3%-23.2pp | 68.1%-22.0pp |
| Annual return | 13.40% | 18.92%-5.5pp | 33.27%-19.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $203 | $1,503-86.5% | $2,313-91.2% | $2,552-92.1% |
| Participant deferral / active EE | $2,468 | $3,074-19.7% | $4,085-39.6% | $4,126-40.2% |
| Admin fee / account holder | $7,075 | $6,576+7.6% | $9,256-23.6% | $7,339-3.6% |