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 | $33,644 | $91,179-63.1% | $178,499-81.2% | $79,852-57.9% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.4pp |
| Annual return | 23.44% | 24.19%-0.8pp | 151.10%-127.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $208 | $3,256-93.6% | $5,011-95.8% | $2,471-91.6% |
| Participant deferral / active EE | $3,392 | $3,236+4.8% | $5,202-34.8% | $3,740-9.3% |
| Admin fee / account holder | $2,747 | $6,749-59.3% | $13,986-80.4% | $5,306-48.2% |