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 | $48,252 | $72,071-33.0% | $68,368-29.4% | $137,256-64.8% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 26.46% | 353.14%-326.7pp | 292.57%-266.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,387 | $4,410-45.9% | $4,123-42.1% | $6,407-62.7% |
| Admin fee / account holder | $331 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |