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 | $57,320 | $76,696-25.3% | $96,515-40.6% | $71,511-19.8% |
| Participation rate | 23.2% | 66.6%-43.4pp | 74.3%-51.1pp | 67.9%-44.7pp |
| Annual return | 23.67% | 48.32%-24.6pp | 35.73%-12.1pp | 28.86%-5.2pp |
| Employer contribution / active EE | $378 | $3,032-87.5% | $3,740-89.9% | $2,589-85.4% |
| Participant deferral / active EE | $1,906 | $3,770-49.4% | $4,880-60.9% | $4,291-55.6% |
| Admin fee / account holder | $3,464 | $2,030+70.6% | $6,735-48.6% | $1,588+118.1% |