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 | $65,036 | $104,937-38.0% | $84,628-23.2% | $152,897-57.5% |
| Participation rate | 42.1% | 74.8%-32.7pp | 68.2%-26.1pp | 82.5%-40.3pp |
| Annual return | 19.29% | 373.88%-354.6pp | 258.80%-239.5pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,122 | $4,690-76.1% | $3,900-71.2% | $5,851-80.8% |
| Admin fee / account holder | $2,673 | $6,243-57.2% | $4,914-45.6% | $11,599-77.0% |