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 | $22,607 | $58,493-61.4% | $84,023-73.1% | $72,976-69.0% |
| Participation rate | 59.4% | 61.2%-1.9pp | 69.0%-9.6pp | 69.5%-10.1pp |
| Annual return | 20.22% | 28.93%-8.7pp | 71.32%-51.1pp | 81.02%-60.8pp |
| Employer contribution / active EE | $109 | $1,163-90.6% | $1,984-94.5% | $2,440-95.5% |
| Participant deferral / active EE | $2,105 | $2,394-12.1% | $3,239-35.0% | $3,608-41.6% |
| Admin fee / account holder | $6,905 | $4,569+51.1% | $6,102+13.2% | $5,124+34.8% |