Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $107,611 | $209,874-48.7% | $189,537-43.2% | $167,536-35.8% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 14.08% | 748.61%-734.5pp | 555.34%-541.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,209 | $6,913-82.5% | $6,161-80.4% | $4,839-75.0% |
| Participant deferral / active EE | $3,455 | $8,934-61.3% | $8,220-58.0% | $6,342-45.5% |
| Admin fee / account holder | $5,424 | $14,299-62.1% | $12,048-55.0% | $12,315-56.0% |