Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,575 | $88,672-52.0% | $105,223-59.5% | $82,448-48.4% |
| Participation rate | 23.1% | 67.9%-44.8pp | 75.0%-52.0pp | 68.1%-45.0pp |
| Annual return | 19.98% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $777 | $3,048-74.5% | $3,689-78.9% | $2,551-69.5% |
| Participant deferral / active EE | $2,498 | $4,036-38.1% | $5,072-50.8% | $4,139-39.7% |
| Admin fee / account holder | $2,676 | $7,146-62.6% | $8,859-69.8% | $7,234-63.0% |