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 | $16,229 | $43,344-62.6% | $59,899-72.9% | $64,173-74.7% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | 4.13% | -1.55%+5.7pp | 3.46%+0.7pp | 7.63%-3.5pp |
| Employer contribution / active EE | $345 | $2,030-83.0% | $2,723-87.3% | $2,381-85.5% |
| Participant deferral / active EE | $1,075 | $2,547-57.8% | $3,402-68.4% | $3,470-69.0% |
| Admin fee / account holder | $11,062 | $3,008+267.7% | $3,592+207.9% | $4,887+126.3% |