Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,563 | $72,177-32.7% | $115,038-57.8% | $59,633-18.6% |
| Participation rate | 51.7% | 72.6%-20.9pp | 81.4%-29.7pp | 68.7%-17.0pp |
| Annual return | -1.15% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $285 | $2,841-90.0% | $4,608-93.8% | $2,203-87.1% |
| Participant deferral / active EE | $3,022 | $4,783-36.8% | $6,026-49.8% | $3,192-5.3% |
| Admin fee / account holder | $2,454 | $4,927-50.2% | $8,175-70.0% | $4,297-42.9% |