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 | $25,838 | $52,580-50.9% | $71,671-63.9% | $70,124-63.2% |
| Participation rate | 42.3% | 60.9%-18.6pp | 68.7%-26.4pp | 69.5%-27.2pp |
| Annual return | 17.60% | 20.25%-2.7pp | 20.65%-3.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $215 | $1,616-86.7% | $2,460-91.3% | $2,342-90.8% |
| Participant deferral / active EE | $974 | $2,386-59.2% | $3,438-71.7% | $3,332-70.8% |
| Admin fee / account holder | $2,258 | $3,653-38.2% | $5,558-59.4% | $4,645-51.4% |