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 | $36,436 | $121,701-70.1% | $104,639-65.2% | $158,982-77.1% |
| Participation rate | 47.6% | 77.5%-29.9pp | 74.1%-26.5pp | 82.0%-34.3pp |
| Annual return | 13.68% | 465.72%-452.0pp | 340.67%-327.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $941 | $4,176-77.5% | $3,738-74.8% | $5,983-84.3% |
| Admin fee / account holder | $489 | $7,778-93.7% | $6,465-92.4% | $11,252-95.7% |