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 | $79,455 | $65,575+21.2% | $86,209-7.8% | $75,181+5.7% |
| Participation rate | 59.4% | 60.5%-1.1pp | 69.0%-9.6pp | 67.2%-7.8pp |
| Annual return | 19.27% | 46.07%-26.8pp | 1169.05%-1149.8pp | 160.69%-141.4pp |
| Employer contribution / active EE | $337 | $1,553-78.3% | $2,381-85.9% | $2,671-87.4% |
| Participant deferral / active EE | $2,684 | $3,023-11.2% | $3,986-32.7% | $4,126-34.9% |
| Admin fee / account holder | $1,574 | $5,470-71.2% | $6,853-77.0% | $5,650-72.1% |