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 | $75,872 | $180,749-58.0% | $160,784-52.8% | $137,256-44.7% |
| Participation rate | 68.4% | 80.0%-11.6pp | 77.0%-8.5pp | 80.0%-11.5pp |
| Annual return | 13.99% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,675 | $6,844-2.5% | $6,293+6.1% | $6,407+4.2% |
| Admin fee / account holder | $13,640 | $10,397+31.2% | $9,717+40.4% | $12,270+11.2% |