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 | $45,706 | $65,041-29.7% | $90,965-49.8% | $79,858-42.8% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 11.90% | 30.45%-18.6pp | 134.57%-122.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $114 | $1,247-90.8% | $2,122-94.6% | $2,471-95.4% |
| Participant deferral / active EE | $1,225 | $2,512-51.3% | $3,373-63.7% | $3,740-67.3% |
| Admin fee / account holder | $1,721 | $4,536-62.1% | $5,960-71.1% | $5,306-67.6% |