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 | $56,715 | $67,411-15.9% | $91,004-37.7% | $70,126-19.1% |
| Participation rate | 37.1% | 71.4%-34.3pp | 75.6%-38.5pp | 69.5%-32.4pp |
| Annual return | 17.14% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $154 | $1,786-91.4% | $2,456-93.7% | $2,343-93.4% |
| Participant deferral / active EE | $1,771 | $2,823-37.2% | $3,548-50.1% | $3,332-46.8% |
| Admin fee / account holder | $567 | $4,236-86.6% | $5,417-89.5% | $4,645-87.8% |