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 | $51,442 | $150,447-65.8% | $136,298-62.3% | $147,586-65.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 11.53% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.1pp |
| Employer contribution / active EE | $312 | $5,256-94.1% | $4,696-93.3% | $4,876-93.6% |
| Participant deferral / active EE | $3,309 | $6,631-50.1% | $6,247-47.0% | $5,439-39.2% |
| Admin fee / account holder | $2,790 | $10,906-74.4% | $9,244-69.8% | $10,886-74.4% |