Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,519 | $80,812-37.5% | $160,784-68.6% | $82,448-38.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 77.0%-52.0pp | 68.1%-43.1pp |
| Annual return | 13.86% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $260 | $2,174-88.0% | $3,733-93.0% | $2,551-89.8% |
| Participant deferral / active EE | $1,627 | $4,335-62.5% | $6,293-74.1% | $4,139-60.7% |
| Admin fee / account holder | $1,738 | $7,695-77.4% | $9,717-82.1% | $7,234-76.0% |