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 | $117,776 | $150,435-21.7% | $120,580-2.3% | $145,897-19.3% |
| Participation rate | 20.0% | 78.8%-58.8pp | 72.0%-52.0pp | 80.3%-60.3pp |
| Annual return | 10.77% | 154.60%-143.8pp | 107.48%-96.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,139 | $6,174-16.8% | $4,995+2.9% | $6,689-23.2% |
| Admin fee / account holder | $330,981 | $12,182+2616.9% | $9,418+3414.2% | $13,390+2371.8% |