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 | $60,455 | $202,345-70.1% | $172,755-65.0% | $152,885-60.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 23.74% | 1029.77%-1006.0pp | 802.94%-779.2pp | 345.39%-321.7pp |
| Employer contribution / active EE | $807 | $5,858-86.2% | $5,144-84.3% | $4,763-83.1% |
| Participant deferral / active EE | $3,040 | $5,948-48.9% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $624 | $17,111-96.4% | $13,955-95.5% | $11,598-94.6% |