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 | $110,138 | $150,447-26.8% | $136,298-19.2% | $147,586-25.4% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 20.50% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $749 | $5,256-85.8% | $4,696-84.1% | $4,876-84.6% |
| Participant deferral / active EE | $3,391 | $6,631-48.9% | $6,247-45.7% | $5,439-37.6% |
| Admin fee / account holder | $351 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |