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 | $43,395 | $72,465-40.1% | $67,575-35.8% | $145,884-70.3% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 15.27% | 7222.56%-7207.3pp | 3528.98%-3513.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $260 | $3,074-91.6% | $2,736-90.5% | $4,662-94.4% |
| Participant deferral / active EE | $1,621 | $4,786-66.1% | $4,003-59.5% | $6,690-75.8% |
| Admin fee / account holder | $745 | $5,515-86.5% | $3,993-81.3% | $13,392-94.4% |