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 | $62,309 | $52,678+18.3% | $75,784-17.8% | $59,633+4.5% |
| Participation rate | 36.2% | 67.2%-31.1pp | 75.8%-39.7pp | 68.7%-32.5pp |
| Annual return | -1.70% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $140 | $2,193-93.6% | $3,323-95.8% | $2,203-93.7% |
| Participant deferral / active EE | $1,396 | $2,591-46.1% | $3,652-61.8% | $3,192-56.3% |
| Admin fee / account holder | $475 | $3,610-86.8% | $5,300-91.0% | $4,297-88.9% |