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 | $51,101 | $71,230-28.3% | $93,727-45.5% | $80,959-36.9% |
| Participation rate | 48.1% | 60.4%-12.2pp | 68.7%-20.6pp | 67.7%-19.5pp |
| Annual return | 10.51% | 11.26%-0.7pp | 133.83%-123.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $27 | $1,565-98.3% | $2,421-98.9% | $2,757-99.0% |
| Participant deferral / active EE | $2,137 | $4,037-47.1% | $4,417-51.6% | $4,300-50.3% |
| Admin fee / account holder | $1,454 | $6,961-79.1% | $8,292-82.5% | $6,925-79.0% |