Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,663 | $211,288-68.9% | $178,540-63.2% | $145,884-55.0% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.45% | 30.27%-18.8pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,425 | $6,967-79.5% | $6,281-77.3% | $6,690-78.7% |
| Admin fee / account holder | $4,400 | $12,105-63.7% | $10,424-57.8% | $13,392-67.1% |