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 | $23,595 | $47,848-50.7% | $81,473-71.0% | $70,126-66.4% |
| Participation rate | 31.6% | 58.3%-26.7pp | 68.0%-36.4pp | 69.5%-38.0pp |
| Annual return | 17.96% | 27.25%-9.3pp | 38.78%-20.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $61 | $1,527-96.0% | $2,568-97.6% | $2,343-97.4% |
| Participant deferral / active EE | $1,081 | $2,453-55.9% | $3,537-69.4% | $3,332-67.5% |
| Admin fee / account holder | $7,952 | $3,145+152.9% | $4,561+74.3% | $4,645+71.2% |