Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,931 | $57,305+9.8% | $86,640-27.4% | $75,173-16.3% |
| Participation rate | 24.3% | 63.2%-38.9pp | 71.7%-47.4pp | 67.2%-42.9pp |
| Annual return | 16.97% | 2674.24%-2657.3pp | 592.52%-575.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $257 | $2,316-88.9% | $3,024-91.5% | $2,671-90.4% |
| Participant deferral / active EE | $1,503 | $3,320-54.7% | $4,438-66.1% | $4,126-63.6% |
| Admin fee / account holder | $2,507 | $4,116-39.1% | $5,616-55.4% | $5,651-55.6% |