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 | $29,924 | $56,894-47.4% | $84,753-64.7% | $62,881-52.4% |
| Participation rate | 37.0% | 68.5%-31.5pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 4.41% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $116 | $2,400-95.2% | $3,574-96.8% | $2,281-94.9% |
| Participant deferral / active EE | $1,251 | $2,709-53.8% | $3,712-66.3% | $3,203-60.9% |
| Admin fee / account holder | $812 | $3,581-77.3% | $5,333-84.8% | $4,296-81.1% |