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 | $56,707 | $105,856-46.4% | $90,161-37.1% | $147,586-61.6% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 16.20% | 37.63%-21.4pp | 34.89%-18.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,553 | $5,733-20.6% | $5,287-13.9% | $5,439-16.3% |
| Admin fee / account holder | $370 | $8,046-95.4% | $5,943-93.8% | $10,886-96.6% |