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 | $155,555-71.6% | $146,866-69.9% | $155,188-71.5% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.5%-47.2pp | 80.8%-45.5pp |
| Annual return | 13.27% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,832 | $8,044-52.4% | $7,759-50.6% | $6,531-41.3% |
| Admin fee / account holder | $24,786 | $14,755+68.0% | $13,620+82.0% | $14,480+71.2% |