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 | $44,456 | $93,617-52.5% | $135,982-67.3% | $75,177-40.9% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 18.22% | 30.89%-12.7pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,856 | $6,406+69.5% | $7,760+39.9% | $4,126+163.1% |
| Admin fee / account holder | $13,219 | $6,980+89.4% | $10,767+22.8% | $5,651+133.9% |