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 | $46,390 | $213,785-78.3% | $185,441-75.0% | $155,188-70.1% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 14.30% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,712 | $6,864-16.8% | $6,152-7.1% | $6,531-12.5% |
| Admin fee / account holder | $8,380 | $21,134-60.3% | $17,890-53.2% | $14,480-42.1% |