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 | $142,990 | $150,447-5.0% | $136,298+4.9% | $147,586-3.1% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 15.47% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,966 | $6,631-55.3% | $6,247-52.5% | $5,439-45.5% |
| Admin fee / account holder | $32,411 | $10,906+197.2% | $9,244+250.6% | $10,886+197.7% |