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 | $159,182 | $91,536+73.9% | $130,062+22.4% | $75,177+111.7% |
| Participation rate | 34.6% | 71.5%-36.9pp | 78.5%-43.9pp | 67.2%-32.6pp |
| Annual return | 25.23% | -631.62%+656.8pp | -137.37%+162.6pp | 160.75%-135.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,281 | $4,343-47.5% | $5,821-60.8% | $4,126-44.7% |
| Admin fee / account holder | $1,002 | $6,780-85.2% | $10,601-90.5% | $5,651-82.3% |