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 | $47,956 | $107,368-55.3% | $92,915-48.4% | $152,909-68.6% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.5%-44.4pp |
| Annual return | 18.08% | 145.64%-127.6pp | 109.45%-91.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $409 | $4,222-90.3% | $3,653-88.8% | $4,764-91.4% |
| Participant deferral / active EE | $1,638 | $4,848-66.2% | $4,238-61.4% | $5,851-72.0% |
| Admin fee / account holder | $51,947 | $7,082+633.5% | $5,796+796.3% | $11,601+347.8% |