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 | $57,891 | $135,956-57.4% | $123,894-53.3% | $273,972-78.9% |
| Participation rate | 34.8% | 84.1%-49.3pp | 81.4%-46.6pp | 83.0%-48.2pp |
| Annual return | 6.30% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,790 | $6,343-8.7% | $5,984-3.2% | $5,287+9.5% |
| Admin fee / account holder | $428 | $9,817-95.6% | $8,357-94.9% | $10,133-95.8% |