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 | $45,941 | $55,437-17.1% | $155,534-70.5% | $74,459-38.3% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 12.53% | 269.58%-257.1pp | 64.92%-52.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $272 | $2,266-88.0% | $4,675-94.2% | $2,626-89.6% |
| Participant deferral / active EE | $816 | $2,837-71.2% | $5,630-85.5% | $4,350-81.2% |
| Admin fee / account holder | $1,534 | $1,742-12.0% | $15,900-90.4% | $1,945-21.1% |