Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,433 | $102,393-55.6% | $147,041-69.1% | $80,911-43.8% |
| Participation rate | 42.7% | 75.9%-33.2pp | 82.2%-39.5pp | 67.6%-25.0pp |
| Annual return | 15.73% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $156 | $3,715-95.8% | $4,935-96.8% | $2,756-94.4% |
| Participant deferral / active EE | $4,441 | $6,647-33.2% | $8,071-45.0% | $4,297+3.4% |
| Admin fee / account holder | $8,354 | $7,943+5.2% | $13,006-35.8% | $6,935+20.5% |