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 | $67,927 | $104,937-35.3% | $84,628-19.7% | $152,897-55.6% |
| Participation rate | 61.1% | 74.8%-13.7pp | 68.2%-7.1pp | 82.5%-21.3pp |
| Annual return | 23.22% | 373.88%-350.7pp | 258.80%-235.6pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,317 | $4,690+13.4% | $3,900+36.3% | $5,851-9.1% |
| Admin fee / account holder | $317 | $6,243-94.9% | $4,914-93.6% | $11,599-97.3% |