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 | $48,170 | $138,385-65.2% | $184,243-73.9% | $80,925-40.5% |
| Participation rate | 39.6% | 83.9%-44.3pp | 86.8%-47.3pp | 67.7%-28.1pp |
| Annual return | 18.01% | 20.02%-2.0pp | 28.82%-10.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,341 | $7,075+3.7% | $9,132-19.6% | $4,299+70.8% |
| Admin fee / account holder | $4,806 | $10,489-54.2% | $13,914-65.5% | $6,940-30.7% |