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 | $41,119 | $175,257-76.5% | $149,717-72.5% | $139,456-70.5% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 15.63% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.8pp |
| Employer contribution / active EE | $708 | $5,477-87.1% | $4,820-85.3% | $4,753-85.1% |
| Participant deferral / active EE | $4,226 | $6,521-35.2% | $5,682-25.6% | $6,711-37.0% |
| Admin fee / account holder | $1,848 | $16,156-88.6% | $13,213-86.0% | $11,407-83.8% |