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 | $48,041 | $185,312-74.1% | $161,489-70.3% | $154,746-69.0% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.7%-13.5pp | 80.7%-15.5pp |
| Annual return | 14.58% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,631 | $6,350-27.1% | $5,630-17.7% | $6,730-31.2% |
| Admin fee / account holder | $1,211 | $18,654-93.5% | $16,006-92.4% | $14,365-91.6% |