Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,140 | $178,174-70.2% | $156,181-66.0% | $137,256-61.3% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 16.40% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,411 | $6,888-65.0% | $6,132-60.7% | $6,407-62.4% |
| Admin fee / account holder | $14,064 | $17,404-19.2% | $14,586-3.6% | $12,270+14.6% |