Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,657 | $88,754-46.3% | $81,820-41.8% | $145,877-67.3% |
| Participation rate | 11.1% | 75.1%-64.0pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 20.31% | 1031.77%-1011.5pp | 777.93%-757.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $87 | $3,085-97.2% | $2,915-97.0% | $4,663-98.1% |
| Participant deferral / active EE | $981 | $4,648-78.9% | $4,323-77.3% | $6,691-85.3% |
| Admin fee / account holder | $449 | $8,424-94.7% | $7,391-93.9% | $13,402-96.6% |