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 | $49,166 | $94,529-48.0% | $140,019-64.9% | $64,181-23.4% |
| Participation rate | 51.9% | 84.1%-32.2pp | 87.5%-35.6pp | 69.6%-17.7pp |
| Annual return | -7.00% | 7.77%-14.8pp | 651.15%-658.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $727 | $3,812-80.9% | $5,605-87.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,506 | $5,250-52.3% | $6,927-63.8% | $3,470-27.8% |
| Admin fee / account holder | $1,015 | $6,741-84.9% | $10,705-90.5% | $4,887-79.2% |