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 | $211,620 | $105,960+99.7% | $81,726+158.9% | $158,982+33.1% |
| Participation rate | 36.4% | 75.6%-39.3pp | 72.0%-35.6pp | 82.0%-45.6pp |
| Annual return | 18.81% | 38.19%-19.4pp | 29.49%-10.7pp | 302.99%-284.2pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,997 | $13,011-61.6% | $7,108-29.7% | $5,983-16.5% |
| Admin fee / account holder | $53,511 | $8,494+530.0% | $5,160+937.0% | $11,252+375.6% |