Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,480 | $106,008-21.3% | $92,240-9.5% | $147,586-43.4% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 19.26% | 50.05%-30.8pp | 176.29%-157.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $363 | $4,333-91.6% | $3,680-90.1% | $4,876-92.6% |
| Participant deferral / active EE | $3,317 | $4,478-25.9% | $3,897-14.9% | $5,439-39.0% |
| Admin fee / account holder | $1,392 | $6,333-78.0% | $5,194-73.2% | $10,886-87.2% |