Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,274 | $101,618-30.8% | $93,063-24.5% | $137,256-48.8% |
| Participation rate | 29.2% | 74.9%-45.8pp | 72.1%-42.9pp | 80.0%-50.8pp |
| Annual return | 18.80% | 223.95%-205.1pp | 34.15%-15.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $201 | $2,707-92.6% | $2,476-91.9% | $4,156-95.2% |
| Participant deferral / active EE | $2,250 | $4,279-47.4% | $3,958-43.1% | $6,407-64.9% |
| Admin fee / account holder | $1,481 | $6,198-76.1% | $6,033-75.4% | $12,270-87.9% |