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 | $159,052 | $160,059-0.6% | $140,019+13.6% | $135,380+17.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.39% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,268 | $6,420-80.2% | $5,605-77.4% | $4,779-73.5% |
| Participant deferral / active EE | $10,594 | $7,641+38.7% | $6,927+53.0% | $5,609+88.9% |
| Admin fee / account holder | $2,892 | $13,328-78.3% | $10,705-73.0% | $10,828-73.3% |