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 | $33,258 | $162,136-79.5% | $152,301-78.2% | $154,746-78.5% |
| Participation rate | 41.7% | 84.1%-42.4pp | 82.4%-40.8pp | 80.7%-39.0pp |
| Annual return | 18.77% | 91.02%-72.3pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,454 | $8,341+25.3% | $8,004+30.6% | $6,730+55.3% |
| Admin fee / account holder | $26,136 | $15,759+65.8% | $14,398+81.5% | $14,365+81.9% |