Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,605 | $202,345-80.9% | $172,755-77.7% | $152,885-74.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 32.40% | 1029.77%-997.4pp | 802.94%-770.5pp | 345.39%-313.0pp |
| Employer contribution / active EE | $1,228 | $5,858-79.0% | $5,144-76.1% | $4,763-74.2% |
| Participant deferral / active EE | $4,324 | $5,948-27.3% | $5,198-16.8% | $5,851-26.1% |
| Admin fee / account holder | $444 | $17,111-97.4% | $13,955-96.8% | $11,598-96.2% |