Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,796 | $156,970-78.5% | $121,210-72.1% | $139,487-75.8% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 26.46% | 1477.10%-1450.6pp | 987.41%-961.0pp | 373.84%-347.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,834 | $4,849+20.3% | $4,084+42.9% | $6,713-13.1% |
| Admin fee / account holder | $7,504 | $6,947+8.0% | $5,647+32.9% | $11,407-34.2% |