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 | $49,165 | $81,696-39.8% | $70,494-30.3% | $158,982-69.1% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 10.64% | 208.70%-198.1pp | 109.16%-98.5pp | 302.99%-292.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,035 | $4,558-77.3% | $3,711-72.1% | $5,983-82.7% |
| Admin fee / account holder | $664 | $6,200-89.3% | $3,848-82.7% | $11,252-94.1% |