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 | $77,534 | $202,342-61.7% | $172,753-55.1% | $152,909-49.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.62% | 1029.88%-1003.3pp | 803.00%-776.4pp | 345.46%-318.8pp |
| Employer contribution / active EE | $725 | $5,857-87.6% | $5,144-85.9% | $4,764-84.8% |
| Participant deferral / active EE | $3,582 | $5,948-39.8% | $5,198-31.1% | $5,851-38.8% |
| Admin fee / account holder | $983 | $17,112-94.3% | $13,956-93.0% | $11,601-91.5% |