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 | $142,129 | $165,399-14.1% | $149,745-5.1% | $158,982-10.6% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 19.94% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $237 | $5,105-95.3% | $4,646-94.9% | $4,763-95.0% |
| Participant deferral / active EE | $3,794 | $7,183-47.2% | $6,843-44.6% | $5,983-36.6% |
| Admin fee / account holder | $1,242 | $10,811-88.5% | $9,312-86.7% | $11,252-89.0% |