Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,259 | $111,787-40.7% | $93,681-29.3% | $145,978-54.6% |
| Participation rate | 21.4% | 74.2%-52.8pp | 68.7%-47.3pp | 80.3%-58.9pp |
| Annual return | 21.17% | 203.52%-182.3pp | 133.47%-112.3pp | 550.52%-529.3pp |
| Employer contribution / active EE | $260 | $3,093-91.6% | $2,422-89.3% | $4,662-94.4% |
| Participant deferral / active EE | $2,941 | $4,918-40.2% | $4,415-33.4% | $6,690-56.0% |
| Admin fee / account holder | $490 | $10,256-95.2% | $8,290-94.1% | $13,400-96.3% |