Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $54,097 | $63,314-14.6% | $91,004-40.6% | $62,293-13.2% |
| Participation rate | 44.9% | 73.3%-28.4pp | 75.6%-30.7pp | 69.5%-24.6pp |
| Annual return | 0.00% | 21.00%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $217 | $1,807-88.0% | $2,456-91.2% | $2,042-89.4% |
| Participant deferral / active EE | $2,046 | $2,944-30.5% | $3,548-42.3% | $3,169-35.5% |
| Admin fee / account holder | $2,144 | $468+358.5% | $5,417-60.4% | $479+347.3% |