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 | $52,416 | $105,284-50.2% | $150,734-65.2% | $94,015-44.2% |
| Participation rate | 48.3% | 71.7%-23.5pp | 78.4%-30.2pp | 70.8%-22.5pp |
| Annual return | 13.17% | 15.67%-2.5pp | 600.81%-587.6pp | 17.84%-4.7pp |
| Employer contribution / active EE | $565 | $3,599-84.3% | $4,918-88.5% | $2,790-79.8% |
| Participant deferral / active EE | $2,473 | $4,274-42.1% | $5,610-55.9% | $4,249-41.8% |
| Admin fee / account holder | $34,729 | $9,839+253.0% | $14,905+133.0% | $8,951+288.0% |