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 | $31,562 | $48,364-34.7% | $71,796-56.0% | $62,881-49.8% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 5.30% | 13.16%-7.9pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $106 | $1,042-89.9% | $1,924-94.5% | $2,281-95.4% |
| Participant deferral / active EE | $2,114 | $2,091+1.1% | $2,794-24.4% | $3,203-34.0% |
| Admin fee / account holder | $1,249 | $3,771-66.9% | $4,815-74.1% | $4,296-70.9% |