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 | $40,512 | $56,894-28.8% | $84,753-52.2% | $62,881-35.6% |
| Participation rate | 34.9% | 68.5%-33.6pp | 76.6%-41.7pp | 69.3%-34.4pp |
| Annual return | 7.82% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $405 | $2,400-83.1% | $3,574-88.7% | $2,281-82.2% |
| Participant deferral / active EE | $1,831 | $2,709-32.4% | $3,712-50.7% | $3,203-42.8% |
| Admin fee / account holder | $2,749 | $3,581-23.2% | $5,333-48.4% | $4,296-36.0% |