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 | $52,887 | $55,457-4.6% | $77,361-31.6% | $94,015-43.7% |
| Participation rate | 32.1% | 69.8%-37.7pp | 75.0%-42.9pp | 70.8%-38.7pp |
| Annual return | 13.58% | 15.57%-2.0pp | 1011.54%-998.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $348 | $2,255-84.6% | $2,990-88.4% | $2,790-87.5% |
| Participant deferral / active EE | $2,053 | $3,069-33.1% | $3,911-47.5% | $4,249-51.7% |
| Admin fee / account holder | $15,561 | $4,334+259.1% | $5,894+164.0% | $8,951+73.8% |