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 | $181,307 | $93,345+94.2% | $119,126+52.2% | $87,485+107.2% |
| Participation rate | 59.3% | 68.7%-9.5pp | 75.8%-16.5pp | 68.9%-9.7pp |
| Annual return | 16.38% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,086 | $4,099+194.9% | $5,318+127.3% | $4,274+182.8% |
| Admin fee / account holder | $83,199 | $8,039+935.0% | $10,693+678.1% | $7,775+970.1% |