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 | $46,233 | $67,411-31.4% | $91,004-49.2% | $70,124-34.1% |
| Participation rate | 65.3% | 71.4%-6.1pp | 75.6%-10.3pp | 69.5%-4.2pp |
| Annual return | 13.42% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $258 | $1,786-85.5% | $2,456-89.5% | $2,342-89.0% |
| Participant deferral / active EE | $1,292 | $2,823-54.2% | $3,548-63.6% | $3,332-61.2% |
| Admin fee / account holder | $406 | $4,236-90.4% | $5,417-92.5% | $4,645-91.3% |