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 | $114,862 | $150,447-23.7% | $136,298-15.7% | $147,586-22.2% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 22.45% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $576 | $5,256-89.1% | $4,696-87.7% | $4,876-88.2% |
| Participant deferral / active EE | $4,000 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $450 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |