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 | $140,199 | $101,653+37.9% | $147,080-4.7% | $74,459+88.3% |
| Participation rate | 57.1% | 75.6%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 13.14% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,950 | $7,304-18.5% | $8,066-26.2% | $4,350+36.8% |
| Admin fee / account holder | $8,616 | $1,752+391.9% | $12,989-33.7% | $1,945+343.0% |