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 | $94,533 | $124,314-24.0% | $109,163-13.4% | $167,518-43.6% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 18.93% | 26.04%-7.1pp | 25.75%-6.8pp | 478.71%-459.8pp |
| Employer contribution / active EE | $780 | $4,209-81.5% | $3,723-79.0% | $4,838-83.9% |
| Participant deferral / active EE | $5,073 | $5,256-3.5% | $4,654+9.0% | $6,342-20.0% |
| Admin fee / account holder | $1,501 | $7,973-81.2% | $6,754-77.8% | $12,312-87.8% |