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 | $37,996 | $176,105-78.4% | $159,474-76.2% | $167,536-77.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.74% | 331.91%-316.2pp | 263.68%-247.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,498 | $7,751+9.6% | $7,353+15.6% | $6,342+34.0% |
| Admin fee / account holder | $5,462 | $12,559-56.5% | $10,802-49.4% | $12,315-55.6% |