Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,798 | $150,447-56.3% | $136,298-51.7% | $147,586-55.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 35.45% | 1049.15%-1013.7pp | 5156.27%-5120.8pp | 578.59%-543.1pp |
| Employer contribution / active EE | $407 | $5,256-92.3% | $4,696-91.3% | $4,876-91.7% |
| Participant deferral / active EE | $2,142 | $6,631-67.7% | $6,247-65.7% | $5,439-60.6% |
| Admin fee / account holder | $645 | $10,906-94.1% | $9,244-93.0% | $10,886-94.1% |