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 | $76,261 | $134,817-43.4% | $123,973-38.5% | $155,188-50.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 16.88% | 515.49%-498.6pp | 388.13%-371.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $327 | $4,425-92.6% | $4,126-92.1% | $4,248-92.3% |
| Participant deferral / active EE | $2,853 | $5,706-50.0% | $5,247-45.6% | $6,531-56.3% |
| Admin fee / account holder | $25,000 | $13,245+88.7% | $11,799+111.9% | $14,480+72.7% |