Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,637 | $181,896-76.0% | $156,551-72.1% | $273,972-84.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.50% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $71 | $6,248-98.9% | $5,501-98.7% | $4,869-98.5% |
| Participant deferral / active EE | $4,869 | $5,550-12.3% | $4,8710% | $5,287-7.9% |
| Admin fee / account holder | $421 | $15,560-97.3% | $13,028-96.8% | $10,133-95.8% |