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 | $46,062 | $127,387-63.8% | $115,038-60.0% | $125,389-63.3% |
| Participation rate | 46.7% | 84.2%-37.5pp | 81.4%-34.7pp | 83.2%-36.5pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,574 | $6,423-59.9% | $6,026-57.3% | $5,352-51.9% |
| Admin fee / account holder | $617 | $9,516-93.5% | $8,175-92.5% | $9,541-93.5% |