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 | $45,683 | $67,602-32.4% | $82,312-44.5% | $70,126-34.9% |
| Participation rate | 40.6% | 72.8%-32.1pp | 76.9%-36.3pp | 69.5%-28.9pp |
| Annual return | 13.06% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,503 | $2,987-49.7% | $3,706-59.5% | $3,332-54.9% |
| Admin fee / account holder | $2,942 | $4,512-34.8% | $5,608-47.5% | $4,645-36.7% |