Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $132,892 | $102,595+29.5% | $94,057+41.3% | $154,746-14.1% |
| Participation rate | 11.1% | 76.0%-64.9pp | 73.3%-62.2pp | 80.7%-69.6pp |
| Annual return | 18.54% | 583.42%-564.9pp | 480.62%-462.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $156 | $3,147-95.1% | $2,933-94.7% | $4,379-96.4% |
| Participant deferral / active EE | $2,139 | $5,118-58.2% | $4,709-54.6% | $6,730-68.2% |
| Admin fee / account holder | $1,410 | $7,736-81.8% | $7,244-80.5% | $14,365-90.2% |