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 | $125,056 | $102,638+21.8% | $81,991+52.5% | $158,966-21.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 16.83% | 61.05%-44.2pp | 41.31%-24.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $328 | $3,241-89.9% | $2,498-86.9% | $4,762-93.1% |
| Participant deferral / active EE | $2,096 | $4,649-54.9% | $3,722-43.7% | $5,983-65.0% |
| Admin fee / account holder | $1,239 | $8,237-85.0% | $5,665-78.1% | $11,250-89.0% |