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 | $54,670 | $102,429-46.6% | $147,096-62.8% | $80,925-32.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 38.82% | 135.02%-96.2pp | 419.75%-380.9pp | 35.65%+3.2pp |
| Employer contribution / active EE | $209 | $3,716-94.4% | $4,936-95.8% | $2,756-92.4% |
| Participant deferral / active EE | $10,324 | $6,649+55.3% | $8,071+27.9% | $4,299+140.2% |
| Admin fee / account holder | $12,197 | $7,957+53.3% | $13,005-6.2% | $6,940+75.8% |