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 | $35,253 | $198,457-82.2% | $170,435-79.3% | $147,586-76.1% |
| Participation rate | 55.0% | 88.0%-33.0pp | 83.6%-28.6pp | 82.8%-27.8pp |
| Annual return | 9.87% | 257.30%-247.4pp | 205.94%-196.1pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,443 | $5,629-21.1% | $4,939-10.1% | $5,439-18.3% |
| Admin fee / account holder | $20,835 | $16,852+23.6% | $13,881+50.1% | $10,886+91.4% |