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 | $47,137 | $48,364-2.5% | $71,796-34.3% | $62,881-25.0% |
| Participation rate | 35.4% | 60.6%-25.2pp | 69.1%-33.7pp | 69.3%-33.9pp |
| Annual return | 6.00% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,000 | $2,091-4.4% | $2,794-28.4% | $3,203-37.6% |
| Admin fee / account holder | $2,323 | $3,771-38.4% | $4,815-51.7% | $4,296-45.9% |