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 | $101,595 | $58,391+74.0% | $76,667+32.5% | $72,976+39.2% |
| Participation rate | 34.3% | 67.4%-33.0pp | 72.1%-37.8pp | 69.5%-35.2pp |
| Annual return | 22.20% | 2306.65%-2284.4pp | 1166.74%-1144.5pp | 81.02%-58.8pp |
| Employer contribution / active EE | $305 | $1,787-82.9% | $2,303-86.8% | $2,440-87.5% |
| Participant deferral / active EE | $2,043 | $2,690-24.1% | $3,336-38.8% | $3,608-43.4% |
| Admin fee / account holder | $965 | $4,014-76.0% | $6,423-85.0% | $5,124-81.2% |