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 | $70,577 | $45,126+56.4% | $85,187-17.2% | $74,459-5.2% |
| Participation rate | 36.6% | 49.4%-12.8pp | 67.5%-31.0pp | 67.2%-30.7pp |
| Annual return | 20.89% | 26.30%-5.4pp | 66.67%-45.8pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $192 | $1,460-86.9% | $2,732-93.0% | $2,626-92.7% |
| Participant deferral / active EE | $2,483 | $2,738-9.3% | $4,525-45.1% | $4,350-42.9% |
| Admin fee / account holder | $2,165 | $2,212-2.1% | $6,162-64.9% | $1,945+11.3% |