Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,479 | $52,353-5.5% | $120,225-58.8% | $82,448-40.0% |
| Participation rate | 12.5% | 58.3%-45.8pp | 69.6%-57.1pp | 68.1%-55.6pp |
| Annual return | 19.15% | 61.85%-42.7pp | 439.23%-420.1pp | 41.64%-22.5pp |
| Employer contribution / active EE | $231 | $1,510-84.7% | $3,475-93.4% | $2,551-91.0% |
| Participant deferral / active EE | $1,237 | $2,627-52.9% | $3,999-69.1% | $4,139-70.1% |
| Admin fee / account holder | $9,395 | $4,363+115.3% | $5,696+64.9% | $7,234+29.9% |