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 | $55,811 | $168,635-66.9% | $147,617-62.2% | $125,389-55.5% |
| Participation rate | 30.0% | 88.8%-58.8pp | 84.6%-54.6pp | 83.2%-53.2pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,223 | $6,252-80.4% | $5,564-78.0% | $4,866-74.9% |
| Participant deferral / active EE | $2,588 | $5,507-53.0% | $4,895-47.1% | $5,352-51.6% |
| Admin fee / account holder | $556 | $13,580-95.9% | $11,612-95.2% | $9,541-94.2% |