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 | $37,713 | $106,008-64.4% | $92,240-59.1% | $147,586-74.4% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.5%-64.0pp | 82.8%-70.3pp |
| Annual return | 23.09% | 50.05%-27.0pp | 176.29%-153.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $486 | $4,333-88.8% | $3,680-86.8% | $4,876-90.0% |
| Participant deferral / active EE | $2,103 | $4,478-53.0% | $3,897-46.0% | $5,439-61.3% |
| Admin fee / account holder | $571 | $6,333-91.0% | $5,194-89.0% | $10,886-94.8% |