Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,620 | $109,411-72.0% | $89,435-65.8% | $158,982-80.7% |
| Participation rate | 47.6% | 74.3%-26.7pp | 68.0%-20.4pp | 82.0%-34.3pp |
| Annual return | 24.64% | 345.68%-321.0pp | 245.55%-220.9pp | 302.99%-278.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,099 | $4,600-54.4% | $3,890-46.1% | $5,983-64.9% |
| Admin fee / account holder | $1,338 | $6,159-78.3% | $4,884-72.6% | $11,252-88.1% |