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 | $31,207 | $50,554-38.3% | $67,681-53.9% | $87,485-64.3% |
| Participation rate | 54.7% | 67.7%-13.1pp | 73.7%-19.1pp | 68.9%-14.3pp |
| Annual return | 13.39% | 17.81%-4.4pp | 590.58%-577.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $102 | $1,988-94.8% | $2,678-96.2% | $2,596-96.1% |
| Participant deferral / active EE | $3,159 | $2,961+6.7% | $3,976-20.5% | $4,274-26.1% |
| Admin fee / account holder | $1,481 | $4,132-64.2% | $6,100-75.7% | $7,775-81.0% |