Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,537 | $78,013-41.6% | $178,449-74.5% | $80,911-43.7% |
| Participation rate | 29.0% | 65.7%-36.7pp | 77.1%-48.1pp | 67.6%-38.7pp |
| Annual return | 13.53% | 18.07%-4.5pp | 27.09%-13.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $422 | $2,287-81.6% | $3,951-89.3% | $2,756-84.7% |
| Participant deferral / active EE | $1,441 | $4,408-67.3% | $6,277-77.0% | $4,297-66.5% |
| Admin fee / account holder | $7,489 | $7,166+4.5% | $10,362-27.7% | $6,935+8.0% |