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 | $26,094 | $176,105-85.2% | $159,474-83.6% | $167,536-84.4% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 536.69% | 331.91%+204.8pp | 263.68%+273.0pp | 478.82%+57.9pp |
| Employer contribution / active EE | $674 | $5,299-87.3% | $4,831-86.0% | $4,839-86.1% |
| Participant deferral / active EE | $5,741 | $7,751-25.9% | $7,353-21.9% | $6,342-9.5% |
| Admin fee / account holder | $1,880 | $12,559-85.0% | $10,802-82.6% | $12,315-84.7% |