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 | $119,120 | $175,259-32.0% | $149,723-20.4% | $139,487-14.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 41.89% | 166.82%-124.9pp | 134.50%-92.6pp | 373.84%-331.9pp |
| Employer contribution / active EE | $893 | $5,478-83.7% | $4,821-81.5% | $4,755-81.2% |
| Participant deferral / active EE | $5,000 | $6,522-23.3% | $5,682-12.0% | $6,713-25.5% |
| Admin fee / account holder | $934 | $16,158-94.2% | $13,215-92.9% | $11,407-91.8% |