Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,208 | $105,195-57.0% | $159,450-71.6% | $85,854-47.3% |
| Participation rate | 24.4% | 75.8%-51.4pp | 82.8%-58.4pp | 69.3%-44.9pp |
| Annual return | 14.03% | 45.08%-31.0pp | 263.60%-249.6pp | 318.56%-304.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,653 | $5,946-55.4% | $7,352-63.9% | $3,952-32.9% |
| Admin fee / account holder | $4,833 | $6,934-30.3% | $10,800-55.2% | $6,260-22.8% |