Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,613 | $104,650-50.7% | $83,854-38.4% | $155,188-66.7% |
| Participation rate | 18.2% | 65.1%-46.9pp | 59.1%-40.9pp | 80.8%-62.6pp |
| Annual return | 5.38% | 28.97%-23.6pp | 31.39%-26.0pp | 148.84%-143.5pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,797 | $2,367+18.2% | $2,035+37.5% | $6,531-57.2% |
| Admin fee / account holder | $522 | $3,518-85.2% | $3,197-83.7% | $14,480-96.4% |