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 | $44,735 | $183,978-75.7% | $162,171-72.4% | $152,885-70.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 21.63% | 150.78%-129.1pp | 115.60%-94.0pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,236 | $8,033-47.3% | $7,297-42.0% | $5,851-27.6% |
| Admin fee / account holder | $1,009 | $13,122-92.3% | $10,843-90.7% | $11,598-91.3% |