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 | $36,356 | $104,924-65.3% | $84,623-57.0% | $152,885-76.2% |
| Participation rate | 28.6% | 74.8%-46.3pp | 68.2%-39.7pp | 82.5%-53.9pp |
| Annual return | 17.04% | 373.82%-356.8pp | 258.77%-241.7pp | 345.39%-328.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,171 | $4,689-32.4% | $3,899-18.7% | $5,851-45.8% |
| Admin fee / account holder | $3,838 | $6,242-38.5% | $4,913-21.9% | $11,598-66.9% |