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 | $19,078 | $97,732-80.5% | $83,831-77.2% | $135,380-85.9% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | 11.28% | 1287.56%-1276.3pp | 850.99%-839.7pp | 519.81%-508.5pp |
| Employer contribution / active EE | $503 | $4,222-88.1% | $3,631-86.1% | $4,779-89.5% |
| Participant deferral / active EE | $2,119 | $4,683-54.7% | $4,082-48.1% | $5,609-62.2% |
| Admin fee / account holder | $650 | $6,675-90.3% | $5,479-88.1% | $10,828-94.0% |