Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,337 | $96,731-56.2% | $123,973-65.9% | $86,983-51.3% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 12.35% | 17.33%-5.0pp | 388.13%-375.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $335 | $3,297-89.9% | $4,126-91.9% | $2,584-87.1% |
| Participant deferral / active EE | $2,649 | $4,152-36.2% | $5,247-49.5% | $4,194-36.8% |
| Admin fee / account holder | $5,350 | $8,722-38.7% | $11,799-54.7% | $7,856-31.9% |