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 | $50,028 | $47,479+5.4% | $62,929-20.5% | $82,448-39.3% |
| Participation rate | 35.5% | 66.9%-31.4pp | 73.1%-37.6pp | 68.1%-32.6pp |
| Annual return | 16.02% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $278 | $1,885-85.2% | $2,505-88.9% | $2,551-89.1% |
| Participant deferral / active EE | $1,647 | $2,870-42.6% | $3,888-57.6% | $4,139-60.2% |
| Admin fee / account holder | $1,292 | $3,804-66.0% | $5,065-74.5% | $7,234-82.1% |