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 | $236,664 | $155,840+51.9% | $124,694+89.8% | $167,553+41.2% |
| Participation rate | 40.0% | 81.1%-41.1pp | 74.6%-34.6pp | 82.1%-42.1pp |
| Annual return | 11.23% | 17.98%-6.7pp | 5144.82%-5133.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,440 | $5,675-21.8% | $4,615-3.8% | $6,343-30.0% |
| Admin fee / account holder | $2,261 | $9,536-76.3% | $7,495-69.8% | $12,316-81.6% |