Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,091 | $108,882-62.3% | $96,754-57.5% | $154,746-73.4% |
| Participation rate | 47.6% | 75.1%-27.5pp | 70.3%-22.7pp | 80.7%-33.1pp |
| Annual return | 15.72% | 98.39%-82.7pp | 82.04%-66.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,464 | $5,323-34.9% | $4,758-27.2% | $6,730-48.5% |
| Admin fee / account holder | $3,382 | $10,200-66.8% | $8,905-62.0% | $14,365-76.5% |