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 | $47,227 | $93,346-49.4% | $71,796-34.2% | $273,972-82.8% |
| Participation rate | 54.2% | 76.5%-22.4pp | 69.1%-14.9pp | 83.0%-28.8pp |
| Annual return | 7.97% | 130.39%-122.4pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $904 | $3,475-74.0% | $2,794-67.7% | $5,287-82.9% |
| Admin fee / account holder | $905 | $6,571-86.2% | $4,815-81.2% | $10,133-91.1% |