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 | $104,780 | $60,504+73.2% | $81,882+28.0% | $74,478+40.7% |
| Participation rate | 35.9% | 62.9%-27.0pp | 72.4%-36.5pp | 67.2%-31.3pp |
| Annual return | 13.55% | 16.91%-3.4pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,005 | $3,400+17.8% | $4,323-7.4% | $4,350-7.9% |
| Admin fee / account holder | $7,225 | $1,492+384.3% | $7,360-1.8% | $1,946+271.3% |