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 | $27,388 | $150,445-81.8% | $136,297-79.9% | $147,585-81.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.98% | 1049.14%-1036.2pp | 5156.16%-5143.2pp | 578.57%-565.6pp |
| Employer contribution / active EE | $772 | $5,256-85.3% | $4,696-83.6% | $4,876-84.2% |
| Participant deferral / active EE | $4,608 | $6,631-30.5% | $6,247-26.2% | $5,439-15.3% |
| Admin fee / account holder | $338 | $10,906-96.9% | $9,244-96.3% | $10,885-96.9% |