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 | $54,595 | $78,428-30.4% | $95,960-43.1% | $79,852-31.6% |
| Participation rate | 42.3% | 73.5%-31.2pp | 77.1%-34.8pp | 69.6%-27.3pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $34 | $1,945-98.2% | $2,541-98.7% | $2,471-98.6% |
| Participant deferral / active EE | $1,747 | $3,440-49.2% | $4,167-58.1% | $3,740-53.3% |
| Admin fee / account holder | $16,154 | $5,622+187.3% | $6,797+137.7% | $5,306+204.4% |