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 | $49,079 | $226,090-78.3% | $182,531-73.1% | $152,885-67.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 9.97% | 192.57%-182.6pp | 148.57%-138.6pp | 345.39%-335.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,495 | $6,369-60.8% | $5,525-54.8% | $5,851-57.4% |
| Admin fee / account holder | $3,491 | $10,705-67.4% | $8,593-59.4% | $11,598-69.9% |