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 | $43,223 | $56,287-23.2% | $80,977-46.6% | $62,881-31.3% |
| Participation rate | 56.1% | 68.9%-12.8pp | 75.8%-19.7pp | 69.3%-13.2pp |
| Annual return | 7.13% | 22.13%-15.0pp | 17.11%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $203 | $1,943-89.5% | $3,715-94.5% | $2,281-91.1% |
| Participant deferral / active EE | $2,363 | $4,196-43.7% | $5,696-58.5% | $3,203-26.2% |
| Admin fee / account holder | $427 | $3,742-88.6% | $5,517-92.3% | $4,296-90.1% |