Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,492 | $160,070-84.1% | $147,117-82.7% | $145,897-82.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 164.64% | 98.69%+66.0pp | 420.54%-255.9pp | 552.29%-387.6pp |
| Employer contribution / active EE | $886 | $5,285-83.2% | $4,932-82.0% | $4,663-81.0% |
| Participant deferral / active EE | $3,002 | $8,419-64.3% | $8,065-62.8% | $6,689-55.1% |
| Admin fee / account holder | $1,365 | $15,035-90.9% | $12,993-89.5% | $13,390-89.8% |