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 | $70,633 | $92,224-23.4% | $105,223-32.9% | $79,634-11.3% |
| Participation rate | 28.0% | 69.2%-41.2pp | 75.0%-47.0pp | 62.5%-34.5pp |
| Annual return | 14.57% | 88.65%-74.1pp | 180.65%-166.1pp | 36.46%-21.9pp |
| Employer contribution / active EE | $345 | $3,965-91.3% | $3,689-90.7% | $2,529-86.4% |
| Participant deferral / active EE | $3,808 | $3,834-0.7% | $5,072-24.9% | $3,835-0.7% |
| Admin fee / account holder | $24,149 | $1,121+2055.0% | $8,859+172.6% | $1,002+2310.3% |