Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,004 | $183,988-75.0% | $162,177-71.6% | $152,897-69.9% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.5%-57.5pp |
| Annual return | 26.01% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.4pp |
| Employer contribution / active EE | $608 | $6,370-90.5% | $5,613-89.2% | $4,764-87.2% |
| Participant deferral / active EE | $3,038 | $8,032-62.2% | $7,297-58.4% | $5,851-48.1% |
| Admin fee / account holder | $474 | $13,123-96.4% | $10,843-95.6% | $11,599-95.9% |