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 | $32,458 | $87,132-62.7% | $105,624-69.3% | $80,959-59.9% |
| Participation rate | 60.5% | 70.4%-10.0pp | 75.3%-14.8pp | 67.7%-7.2pp |
| Annual return | 12.63% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $641 | $2,397-73.2% | $3,168-79.8% | $2,757-76.7% |
| Participant deferral / active EE | $1,853 | $3,985-53.5% | $5,013-63.0% | $4,300-56.9% |
| Admin fee / account holder | $1,488 | $8,449-82.4% | $10,961-86.4% | $6,925-78.5% |