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 | $178,960 | $196,972-9.1% | $182,262-1.8% | $198,609-9.9% |
| Participation rate | 46.7% | 85.7%-39.0pp | 84.2%-37.5pp | 82.4%-35.7pp |
| Annual return | 10.37% | 158.27%-147.9pp | 140.60%-130.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,608 | $8,643-46.7% | $8,276-44.3% | $6,977-34.0% |
| Admin fee / account holder | $11,025 | $18,429-40.2% | $16,712-34.0% | $19,030-42.1% |