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 | $65,250 | $103,392-36.9% | $87,104-25.1% | $152,897-57.3% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 23.83% | 28.10%-4.3pp | 28.19%-4.4pp | 345.43%-321.6pp |
| Employer contribution / active EE | $141 | $3,221-95.6% | $2,521-94.4% | $4,764-97.0% |
| Participant deferral / active EE | $1,610 | $4,778-66.3% | $4,048-60.2% | $5,851-72.5% |
| Admin fee / account holder | $4,827 | $12,194-60.4% | $7,491-35.6% | $11,599-58.4% |