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 | $221,487 | $123,859+78.8% | $69,632+218.1% | $145,897+51.8% |
| Participation rate | 4.5% | 69.2%-64.7pp | 66.4%-61.9pp | 80.3%-75.8pp |
| Annual return | 14.48% | 192.49%-178.0pp | 101.32%-86.8pp | 552.29%-537.8pp |
| Employer contribution / active EE | $225 | $2,673-91.6% | $1,708-86.8% | $4,663-95.2% |
| Participant deferral / active EE | $816 | $4,242-80.8% | $2,889-71.8% | $6,689-87.8% |
| Admin fee / account holder | $1,331 | $7,817-83.0% | $4,695-71.7% | $13,390-90.1% |