Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,698 | $183,592-72.4% | $155,574-67.4% | $145,877-65.2% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 16.73% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,383 | $6,466-16.8% | $5,629-4.4% | $6,691-19.5% |
| Admin fee / account holder | $666 | $19,316-96.6% | $15,914-95.8% | $13,402-95.0% |