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 | $50,518 | $154,209-67.2% | $130,062-61.2% | $139,487-63.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 37.44% | 32.52%+4.9pp | -137.37%+174.8pp | 373.84%-336.4pp |
| Employer contribution / active EE | $601 | $5,292-88.6% | $4,322-86.1% | $4,755-87.4% |
| Participant deferral / active EE | $11,546 | $6,709+72.1% | $5,821+98.4% | $6,713+72.0% |
| Admin fee / account holder | $3,573 | $13,988-74.5% | $10,601-66.3% | $11,407-68.7% |