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 | $52,697 | $198,470-73.4% | $170,444-69.1% | $147,585-64.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.93% | 257.30%-239.4pp | 205.94%-188.0pp | 578.56%-560.6pp |
| Employer contribution / active EE | $1,116 | $6,184-81.9% | $5,433-79.5% | $4,876-77.1% |
| Participant deferral / active EE | $8,041 | $5,629+42.8% | $4,939+62.8% | $5,439+47.8% |
| Admin fee / account holder | $1,358 | $16,852-91.9% | $13,881-90.2% | $10,885-87.5% |