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 | $55,524 | $80,985-31.4% | $96,576-42.5% | $75,181-26.1% |
| Participation rate | 48.1% | 71.8%-23.6pp | 76.0%-27.8pp | 67.2%-19.1pp |
| Annual return | 15.04% | 27.05%-12.0pp | 25.87%-10.8pp | 160.69%-145.6pp |
| Employer contribution / active EE | $13 | $2,282-99.4% | $2,965-99.6% | $2,671-99.5% |
| Participant deferral / active EE | $2,212 | $3,929-43.7% | $4,851-54.4% | $4,126-46.4% |
| Admin fee / account holder | $441 | $6,719-93.4% | $8,253-94.7% | $5,650-92.2% |