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 | $46,244 | $110,286-58.1% | $96,569-52.1% | $139,427-66.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 11.39% | 26.39%-15.0pp | 25.87%-14.5pp | 373.27%-361.9pp |
| Employer contribution / active EE | $434 | $3,619-88.0% | $2,965-85.3% | $4,752-90.9% |
| Participant deferral / active EE | $2,022 | $5,546-63.5% | $4,851-58.3% | $6,711-69.9% |
| Admin fee / account holder | $14,071 | $11,592+21.4% | $8,251+70.5% | $11,404+23.4% |