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 | $47,182 | $52,678-10.4% | $75,784-37.7% | $59,633-20.9% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.8%-14.8pp | 68.7%-7.7pp |
| Annual return | -2.61% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $298 | $2,193-86.4% | $3,323-91.0% | $2,203-86.5% |
| Participant deferral / active EE | $2,107 | $2,591-18.7% | $3,652-42.3% | $3,192-34.0% |
| Admin fee / account holder | $2,473 | $3,610-31.5% | $5,300-53.3% | $4,297-42.5% |