Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,311 | $88,754-63.6% | $81,820-60.5% | $145,877-77.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 12.92% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $107 | $3,085-96.5% | $2,915-96.3% | $4,663-97.7% |
| Participant deferral / active EE | $4,637 | $4,648-0.2% | $4,323+7.3% | $6,691-30.7% |
| Admin fee / account holder | $420 | $8,424-95.0% | $7,391-94.3% | $13,402-96.9% |