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 | $217,149 | $107,363+102.3% | $92,909+133.7% | $152,897+42.0% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 17.64% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,939 | $4,848+43.1% | $4,238+63.7% | $5,851+18.6% |
| Admin fee / account holder | $123,332 | $7,082+1641.6% | $5,795+2028.2% | $11,599+963.3% |