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 | $78,778 | $129,737-39.3% | $119,126-33.9% | $154,746-49.1% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 21.27% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $799 | $4,375-81.7% | $4,034-80.2% | $4,379-81.7% |
| Participant deferral / active EE | $4,639 | $5,842-20.6% | $5,318-12.8% | $6,730-31.1% |
| Admin fee / account holder | $1,041 | $11,961-91.3% | $10,693-90.3% | $14,365-92.8% |