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 | $32,833 | $86,938-62.2% | $102,423-67.9% | $80,925-59.4% |
| Participation rate | 45.2% | 72.4%-27.1pp | 76.5%-31.3pp | 67.7%-22.4pp |
| Annual return | 13.64% | 18.89%-5.3pp | 29.42%-15.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $276 | $2,369-88.3% | $3,023-90.9% | $2,756-90.0% |
| Participant deferral / active EE | $2,531 | $4,120-38.6% | $5,054-49.9% | $4,299-41.1% |
| Admin fee / account holder | $2,907 | $8,053-63.9% | $9,455-69.3% | $6,940-58.1% |