Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,234 | $196,972-77.5% | $182,262-75.7% | $198,609-77.7% |
| Participation rate | 35.3% | 85.7%-50.4pp | 84.2%-48.9pp | 82.4%-47.1pp |
| Annual return | 13.27% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,832 | $8,643-55.7% | $8,276-53.7% | $6,977-45.1% |
| Admin fee / account holder | $24,786 | $18,429+34.5% | $16,712+48.3% | $19,030+30.2% |