Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,690 | $202,342-82.4% | $172,752-79.3% | $152,897-76.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 16.52% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $669 | $5,858-88.6% | $5,144-87.0% | $4,764-86.0% |
| Participant deferral / active EE | $5,856 | $5,948-1.5% | $5,198+12.7% | $5,851+0.1% |
| Admin fee / account holder | $4,809 | $17,111-71.9% | $13,955-65.5% | $11,599-58.5% |