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 | $54,817 | $165,361-66.9% | $149,715-63.4% | $158,950-65.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 85.28% | 348.24%-263.0pp | 276.66%-191.4pp | 302.91%-217.6pp |
| Employer contribution / active EE | $525 | $5,103-89.7% | $4,645-88.7% | $4,762-89.0% |
| Participant deferral / active EE | $3,876 | $7,182-46.0% | $6,842-43.4% | $5,983-35.2% |
| Admin fee / account holder | $3,506 | $10,808-67.6% | $9,310-62.3% | $11,248-68.8% |