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 | $26,798 | $71,215-62.4% | $93,696-71.4% | $80,935-66.9% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.7%-9.3pp |
| Annual return | 14.97% | 11.27%+3.7pp | 133.74%-118.8pp | 35.66%-20.7pp |
| Employer contribution / active EE | $243 | $1,565-84.5% | $2,422-90.0% | $2,757-91.2% |
| Participant deferral / active EE | $1,837 | $4,037-54.5% | $4,417-58.4% | $4,299-57.3% |
| Admin fee / account holder | $3,581 | $6,958-48.5% | $8,287-56.8% | $6,924-48.3% |