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 | $103,748 | $102,422+1.3% | $147,117-29.5% | $80,959+28.1% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 23.86% | 135.16%-111.3pp | 420.54%-396.7pp | 35.67%-11.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,681 | $6,652+120.7% | $8,065+82.0% | $4,300+241.4% |
| Admin fee / account holder | $14,889 | $7,953+87.2% | $12,993+14.6% | $6,925+115.0% |