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 | $103,944 | $75,832+37.1% | $147,618-29.6% | $59,633+74.3% |
| Participation rate | 60.7% | 71.6%-10.8pp | 84.6%-23.9pp | 68.7%-8.0pp |
| Annual return | 1.06% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,079 | $3,131+62.2% | $4,895+3.8% | $3,192+59.1% |
| Admin fee / account holder | $7,799 | $5,986+30.3% | $11,612-32.8% | $4,297+81.5% |