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 | $38,338 | $72,273-47.0% | $101,275-62.1% | $79,856-52.0% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 12.91% | 22.30%-9.4pp | 46.48%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $437 | $2,691-83.8% | $3,660-88.1% | $2,471-82.3% |
| Participant deferral / active EE | $1,382 | $3,282-57.9% | $4,371-68.4% | $3,741-63.1% |
| Admin fee / account holder | $763 | $4,401-82.7% | $5,948-87.2% | $5,306-85.6% |