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 | $40,013 | $217,427-81.6% | $185,837-78.5% | $167,518-76.1% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 10.77% | 148.39%-137.6pp | 122.08%-111.3pp | 478.71%-467.9pp |
| Employer contribution / active EE | $988 | $5,874-83.2% | $5,168-80.9% | $4,838-79.6% |
| Participant deferral / active EE | $5,130 | $6,357-19.3% | $5,568-7.9% | $6,342-19.1% |
| Admin fee / account holder | $3,717 | $19,816-81.2% | $16,241-77.1% | $12,312-69.8% |