Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,088 | $150,412-62.7% | $120,574-53.5% | $145,884-61.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 9.73% | 154.50%-144.8pp | 107.42%-97.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $663 | $4,355-84.8% | $3,471-80.9% | $4,662-85.8% |
| Participant deferral / active EE | $4,290 | $6,175-30.5% | $4,996-14.1% | $6,690-35.9% |
| Admin fee / account holder | $841 | $12,224-93.1% | $9,445-91.1% | $13,392-93.7% |