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 | $47,825 | $175,231-72.7% | $149,696-68.1% | $139,466-65.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 28.37% | 166.77%-138.4pp | 134.46%-106.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $250 | $5,478-95.4% | $4,821-94.8% | $4,754-94.7% |
| Participant deferral / active EE | $5,625 | $6,521-13.7% | $5,682-1.0% | $6,712-16.2% |
| Admin fee / account holder | $331 | $16,155-98.0% | $13,212-97.5% | $11,409-97.1% |