Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $202,322 | $167,362+20.9% | $143,799+40.7% | $134,532+50.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.01% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $20 | $5,620-99.6% | $4,952-99.6% | $4,741-99.6% |
| Participant deferral / active EE | $12,250 | $6,447+90.0% | $5,638+117.3% | $6,401+91.4% |
| Admin fee / account holder | $2,000 | $18,094-88.9% | $14,677-86.4% | $11,429-82.5% |