Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,477 | $48,364-22.5% | $71,796-47.8% | $62,881-40.4% |
| Participation rate | 56.5% | 60.6%-4.2pp | 69.1%-12.7pp | 69.3%-12.9pp |
| Annual return | 5.15% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,027 | $2,091-50.9% | $2,794-63.2% | $3,203-67.9% |
| Admin fee / account holder | $1,590 | $3,771-57.8% | $4,815-67.0% | $4,296-63.0% |