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 | $53,470 | $47,479+12.6% | $62,929-15.0% | $82,448-35.1% |
| Participation rate | 34.4% | 66.9%-32.5pp | 73.1%-38.7pp | 68.1%-33.7pp |
| Annual return | 15.56% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $222 | $1,885-88.2% | $2,505-91.1% | $2,551-91.3% |
| Participant deferral / active EE | $1,956 | $2,870-31.9% | $3,888-49.7% | $4,139-52.8% |
| Admin fee / account holder | $2,609 | $3,804-31.4% | $5,065-48.5% | $7,234-63.9% |