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 | $119,224 | $53,837+121.5% | $75,714+57.5% | $85,847+38.9% |
| Participation rate | 40.0% | 69.1%-29.1pp | 74.8%-34.8pp | 69.3%-29.3pp |
| Annual return | 18.66% | 24.54%-5.9pp | 104.62%-86.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,157 | $2,895+9.0% | $3,820-17.4% | $3,952-20.1% |
| Admin fee / account holder | $50,951 | $3,339+1425.9% | $3,619+1307.9% | $6,261+713.8% |