Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,120 | $62,672-23.2% | $185,117-74.0% | $70,126-31.4% |
| Participation rate | 56.0% | 63.8%-7.8pp | 77.3%-21.3pp | 69.5%-13.5pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,519 | $3,272+7.6% | $5,045-30.2% | $3,332+5.6% |
| Admin fee / account holder | $5,324 | $3,932+35.4% | $8,159-34.8% | $4,645+14.6% |