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 | $58,496 | $95,404-38.7% | $113,397-48.4% | $82,637-29.2% |
| Participation rate | 26.8% | 72.8%-46.0pp | 76.5%-49.7pp | 68.1%-41.3pp |
| Annual return | 13.37% | 19.08%-5.7pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $63 | $2,307-97.3% | $2,977-97.9% | $2,552-97.5% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $366 | $9,168-96.0% | $11,957-96.9% | $7,339-95.0% |