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 | $61,795 | $125,190-50.6% | $105,624-41.5% | $145,897-57.6% |
| Participation rate | 30.8% | 77.6%-46.9pp | 75.3%-44.5pp | 80.3%-49.5pp |
| Annual return | 12.16% | 225.22%-213.1pp | 116.20%-104.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,578 | $5,716-19.9% | $5,013-8.7% | $6,689-31.6% |
| Admin fee / account holder | $37,443 | $17,138+118.5% | $10,961+241.6% | $13,390+179.6% |