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 | $113,293 | $78,636+44.1% | $105,607+7.3% | $74,459+52.2% |
| Participation rate | 44.7% | 72.8%-28.1pp | 75.3%-30.6pp | 67.2%-22.5pp |
| Annual return | 13.55% | 15.96%-2.4pp | 116.11%-102.6pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $1 | $2,523-99.9% | $3,167-100.0% | $2,626-99.9% |
| Participant deferral / active EE | $3,414 | $4,322-21.0% | $5,011-31.9% | $4,350-21.5% |
| Admin fee / account holder | $3,649 | $2,220+64.3% | $10,958-66.7% | $1,945+87.6% |