Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,625 | $160,070-48.4% | $147,117-43.8% | $145,897-43.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 10.28% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $451 | $5,285-91.5% | $4,932-90.9% | $4,663-90.3% |
| Participant deferral / active EE | $4,738 | $8,419-43.7% | $8,065-41.3% | $6,689-29.2% |
| Admin fee / account holder | $418 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |