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 | $72,237 | $176,071-59.0% | $159,450-54.7% | $167,497-56.9% |
| Participation rate | 14.3% | 84.9%-70.7pp | 82.8%-68.5pp | 82.1%-67.8pp |
| Annual return | 10.18% | 331.79%-321.6pp | 263.60%-253.4pp | 478.62%-468.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,371 | $7,750-56.5% | $7,352-54.2% | $6,341-46.8% |
| Admin fee / account holder | $1,230 | $12,555-90.2% | $10,800-88.6% | $12,310-90.0% |