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 | $49,761 | $160,040-68.9% | $147,096-66.2% | $145,877-65.9% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 10.29% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,941 | $8,429-5.8% | $8,071-1.6% | $6,691+18.7% |
| Admin fee / account holder | $3,365 | $15,050-77.6% | $13,005-74.1% | $13,402-74.9% |