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 | $30,247 | $65,084-53.5% | $67,681-55.3% | $64,340-53.0% |
| Participation rate | 61.1% | 66.7%-5.6pp | 73.7%-12.6pp | 55.2%+5.9pp |
| Annual return | 16.47% | 20.50%-4.0pp | 590.58%-574.1pp | 24.14%-7.7pp |
| Employer contribution / active EE | $345 | $2,398-85.6% | $2,678-87.1% | $1,862-81.5% |
| Participant deferral / active EE | $1,389 | $3,210-56.7% | $3,976-65.1% | $2,980-53.4% |
| Admin fee / account holder | $530 | $1,415-62.6% | $6,100-91.3% | $3,703-85.7% |