Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,914 | $71,215-42.5% | $93,696-56.3% | $80,935-49.4% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.7%-31.8pp |
| Annual return | 21.75% | 11.27%+10.5pp | 133.74%-112.0pp | 35.66%-13.9pp |
| Employer contribution / active EE | $1 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,537 | $4,037+37.2% | $4,417+25.4% | $4,299+28.8% |
| Admin fee / account holder | $721 | $6,958-89.6% | $8,287-91.3% | $6,924-89.6% |