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 | $48,906 | $106,247-54.0% | $96,515-49.3% | $139,466-64.9% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 16.87% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $734 | $4,106-82.1% | $3,740-80.4% | $4,754-84.6% |
| Participant deferral / active EE | $3,236 | $5,456-40.7% | $4,880-33.7% | $6,712-51.8% |
| Admin fee / account holder | $708 | $7,885-91.0% | $6,735-89.5% | $11,409-93.8% |