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 | $32,780 | $69,977-53.2% | $108,582-69.8% | $62,881-47.9% |
| Participation rate | 49.2% | 72.9%-23.7pp | 79.6%-30.4pp | 69.3%-20.2pp |
| Annual return | 7.41% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $210 | $2,135-90.2% | $3,758-94.4% | $2,281-90.8% |
| Participant deferral / active EE | $2,279 | $3,165-28.0% | $4,311-47.1% | $3,203-28.8% |
| Admin fee / account holder | $5,970 | $5,076+17.6% | $7,645-21.9% | $4,296+39.0% |