Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,516 | $217,432-76.3% | $185,849-72.3% | $167,536-69.3% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 25.26% | 148.42%-123.2pp | 122.10%-96.8pp | 478.82%-453.6pp |
| Employer contribution / active EE | $58 | $5,875-99.0% | $5,169-98.9% | $4,839-98.8% |
| Participant deferral / active EE | $5,629 | $6,357-11.5% | $5,569+1.1% | $6,342-11.2% |
| Admin fee / account holder | $329 | $19,818-98.3% | $16,244-98.0% | $12,315-97.3% |