Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,746 | $73,955-40.8% | $96,520-54.7% | $75,181-41.8% |
| Participation rate | 56.5% | 66.4%-9.9pp | 74.3%-17.8pp | 67.2%-10.7pp |
| Annual return | 15.29% | 26.72%-11.4pp | 35.72%-20.4pp | 160.69%-145.4pp |
| Employer contribution / active EE | $414 | $2,930-85.9% | $3,739-88.9% | $2,671-84.5% |
| Participant deferral / active EE | $1,742 | $3,659-52.4% | $4,879-64.3% | $4,126-57.8% |
| Admin fee / account holder | $3,200 | $5,217-38.7% | $6,733-52.5% | $5,650-43.4% |