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 | $53,443 | $88,583-39.7% | $88,497-39.6% | $273,972-80.5% |
| Participation rate | 54.5% | 83.5%-28.9pp | 82.4%-27.9pp | 83.0%-28.5pp |
| Annual return | 4.27% | 5.68%-1.4pp | 7.63%-3.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,025 | $4,502-77.2% | $4,036-74.6% | $4,869-78.9% |
| Participant deferral / active EE | $2,164 | $4,891-55.8% | $4,899-55.8% | $5,287-59.1% |
| Admin fee / account holder | $5,323 | $8,980-40.7% | $6,220-14.4% | $10,133-47.5% |