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 | $72,148 | $175,259-58.8% | $149,723-51.8% | $139,487-48.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.82% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,069 | $5,478-80.5% | $4,821-77.8% | $4,755-77.5% |
| Participant deferral / active EE | $4,482 | $6,522-31.3% | $5,682-21.1% | $6,713-33.2% |
| Admin fee / account holder | $3,217 | $16,158-80.1% | $13,215-75.7% | $11,407-71.8% |