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 | $49,369 | $96,558-48.9% | $80,977-39.0% | $273,972-82.0% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 5.86% | 15.14%-9.3pp | 17.11%-11.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,503 | $6,598-46.9% | $5,696-38.5% | $5,287-33.7% |
| Admin fee / account holder | $36,166 | $7,493+382.7% | $5,517+555.6% | $10,133+256.9% |