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 | $35,519 | $209,422-83.0% | $178,503-80.1% | $158,982-77.7% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 3855.11% | 188.81%+3666.3pp | 151.12%+3704.0pp | 302.99%+3552.1pp |
| Employer contribution / active EE | $516 | $5,707-91.0% | $5,011-89.7% | $4,763-89.2% |
| Participant deferral / active EE | $4,228 | $5,955-29.0% | $5,202-18.7% | $5,983-29.3% |
| Admin fee / account holder | $340 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |