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 | $43,669 | $41,377+5.5% | $109,313-60.1% | $62,881-30.6% |
| Participation rate | 33.3% | 57.5%-24.2pp | 71.3%-37.9pp | 69.3%-36.0pp |
| Annual return | 9.30% | 11.05%-1.8pp | 22.07%-12.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $161 | $1,276-87.4% | $3,892-95.9% | $2,281-93.0% |
| Participant deferral / active EE | $1,162 | $2,045-43.2% | $3,166-63.3% | $3,203-63.7% |
| Admin fee / account holder | $913 | $2,884-68.3% | $5,666-83.9% | $4,296-78.7% |