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 | $48,032 | $183,539-73.8% | $155,556-69.1% | $145,897-67.1% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.4pp | 80.3%-19.4pp |
| Annual return | 16.71% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,894 | $6,467-24.3% | $5,631-13.1% | $6,689-26.8% |
| Admin fee / account holder | $4,250 | $19,275-77.9% | $15,885-73.2% | $13,390-68.3% |