Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,227 | $100,203-32.9% | $85,240-21.1% | $145,897-53.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 15.26% | 84.28%-69.0pp | 66.75%-51.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $307 | $3,242-90.5% | $2,735-88.8% | $4,663-93.4% |
| Participant deferral / active EE | $1,430 | $5,299-73.0% | $4,527-68.4% | $6,689-78.6% |
| Admin fee / account holder | $1,201 | $7,265-83.5% | $6,165-80.5% | $13,390-91.0% |