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 | $52,966 | $202,460-73.8% | $169,385-68.7% | $139,456-62.0% |
| Participation rate | 45.5% | 81.1%-35.6pp | 77.2%-31.7pp | 80.3%-34.9pp |
| Annual return | 10.29% | 532.07%-521.8pp | 405.82%-395.5pp | 373.45%-363.2pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,513 | $6,938-20.5% | $6,221-11.4% | $6,711-17.9% |
| Admin fee / account holder | $1,963 | $10,719-81.7% | $9,011-78.2% | $11,407-82.8% |