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 | $28,840 | $60,352-52.2% | $74,185-61.1% | $62,881-54.1% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 5.15% | 21.37%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $280 | $1,680-83.4% | $2,370-88.2% | $2,281-87.7% |
| Participant deferral / active EE | $1,275 | $2,856-55.4% | $3,550-64.1% | $3,203-60.2% |
| Admin fee / account holder | $2,467 | $4,261-42.1% | $5,586-55.8% | $4,296-42.6% |