Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,139 | $115,796-54.1% | $101,264-47.5% | $158,950-66.6% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 25.31% | 56.15%-30.8pp | 46.48%-21.2pp | 302.91%-277.6pp |
| Employer contribution / active EE | $63 | $4,175-98.5% | $3,660-98.3% | $4,762-98.7% |
| Participant deferral / active EE | $1,448 | $4,958-70.8% | $4,370-66.9% | $5,983-75.8% |
| Admin fee / account holder | $1,390 | $7,247-80.8% | $5,947-76.6% | $11,248-87.6% |