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 | $94,400 | $58,828+60.5% | $78,002+21.0% | $62,881+50.1% |
| Participation rate | 47.9% | 71.1%-23.1pp | 75.5%-27.6pp | 69.3%-21.4pp |
| Annual return | 10.39% | 17.16%-6.8pp | 425.99%-415.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $174 | $1,672-89.6% | $2,470-92.9% | $2,281-92.4% |
| Participant deferral / active EE | $2,717 | $2,686+1.2% | $3,497-22.3% | $3,203-15.2% |
| Admin fee / account holder | $1,773 | $4,393-59.6% | $5,481-67.7% | $4,296-58.7% |