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 | $43,421 | $49,976-13.1% | $66,674-34.9% | $82,637-47.5% |
| Participation rate | 13.3% | 63.1%-49.8pp | 73.7%-60.3pp | 68.1%-54.7pp |
| Annual return | 16.92% | 39.09%-22.2pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $229 | $1,988-88.5% | $2,620-91.3% | $2,552-91.0% |
| Participant deferral / active EE | $1,003 | $2,847-64.7% | $4,084-75.4% | $4,126-75.7% |
| Admin fee / account holder | $2,018 | $4,594-56.1% | $5,098-60.4% | $7,339-72.5% |