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 | $53,121 | $209,425-74.6% | $178,499-70.2% | $158,966-66.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.57% | 188.80%-180.2pp | 151.10%-142.5pp | 302.95%-294.4pp |
| Employer contribution / active EE | $709 | $5,707-87.6% | $5,011-85.9% | $4,762-85.1% |
| Participant deferral / active EE | $3,516 | $5,955-41.0% | $5,202-32.4% | $5,983-41.2% |
| Admin fee / account holder | $905 | $17,078-94.7% | $13,986-93.5% | $11,250-92.0% |