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 | $46,699 | $107,368-56.5% | $92,915-49.7% | $152,909-69.5% |
| Participation rate | 29.2% | 79.8%-50.6pp | 76.0%-46.8pp | 82.5%-53.3pp |
| Annual return | 12.76% | 145.64%-132.9pp | 109.45%-96.7pp | 345.46%-332.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,989 | $4,848-59.0% | $4,238-53.1% | $5,851-66.0% |
| Admin fee / account holder | $1,954 | $7,082-72.4% | $5,796-66.3% | $11,601-83.2% |