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 | $56,917 | $105,284-45.9% | $150,734-62.2% | $94,015-39.5% |
| Participation rate | 7.7% | 71.7%-64.0pp | 78.4%-70.8pp | 70.8%-63.1pp |
| Annual return | 16.24% | 15.67%+0.6pp | 600.81%-584.6pp | 17.84%-1.6pp |
| Employer contribution / active EE | $481 | $3,599-86.6% | $4,918-90.2% | $2,790-82.8% |
| Participant deferral / active EE | $2,215 | $4,274-48.2% | $5,610-60.5% | $4,249-47.9% |
| Admin fee / account holder | $14,046 | $9,839+42.8% | $14,905-5.8% | $8,951+56.9% |