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 | $53,761 | $198,457-72.9% | $170,435-68.5% | $147,586-63.6% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 20.57% | 257.30%-236.7pp | 205.94%-185.4pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,000 | $6,183-83.8% | $5,432-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $317 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |