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 | $47,342 | $67,602-30.0% | $82,312-42.5% | $70,126-32.5% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.1pp |
| Annual return | 20.22% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $350 | $1,755-80.1% | $2,428-85.6% | $2,343-85.1% |
| Participant deferral / active EE | $1,500 | $2,987-49.8% | $3,706-59.5% | $3,332-55.0% |
| Admin fee / account holder | $2,180 | $4,512-51.7% | $5,608-61.1% | $4,645-53.1% |