Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,168 | $76,368-14.7% | $67,681-3.7% | $154,746-57.9% |
| Participation rate | 46.2% | 79.0%-32.8pp | 73.7%-27.6pp | 80.7%-34.5pp |
| Annual return | 22.35% | 1066.77%-1044.4pp | 590.58%-568.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $299 | $3,151-90.5% | $2,678-88.9% | $4,379-93.2% |
| Participant deferral / active EE | $6,625 | $4,824+37.3% | $3,976+66.6% | $6,730-1.6% |
| Admin fee / account holder | $695 | $8,559-91.9% | $6,100-88.6% | $14,365-95.2% |