Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,664 | $49,891-8.5% | $80,607-43.4% | $75,181-39.3% |
| Participation rate | 17.2% | 55.3%-38.1pp | 67.0%-49.8pp | 67.2%-50.0pp |
| Annual return | 18.53% | 34.67%-16.1pp | 936.11%-917.6pp | 160.69%-142.2pp |
| Employer contribution / active EE | $243 | $1,698-85.7% | $2,724-91.1% | $2,671-90.9% |
| Participant deferral / active EE | $1,491 | $2,991-50.2% | $4,448-66.5% | $4,126-63.9% |
| Admin fee / account holder | $2,657 | $3,578-25.7% | $5,379-50.6% | $5,650-53.0% |