Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,099 | $153,311-70.6% | $109,313-58.7% | $273,972-83.5% |
| Participation rate | 57.1% | 80.1%-22.9pp | 71.3%-14.1pp | 83.0%-25.9pp |
| Annual return | 6.80% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,553 | $3,932-60.5% | $3,166-50.9% | $5,287-70.6% |
| Admin fee / account holder | $960 | $8,076-88.1% | $5,666-83.1% | $10,133-90.5% |