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 | $161,274 | $106,008+52.1% | $92,240+74.8% | $147,586+9.3% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 16.41% | 50.05%-33.6pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,233 | $4,478+16.9% | $3,897+34.3% | $5,439-3.8% |
| Admin fee / account holder | $8,117 | $6,333+28.2% | $5,194+56.3% | $10,886-25.4% |