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 | $136,997 | $105,198+30.2% | $159,455-14.1% | $85,856+59.6% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.8%-27.7pp | 69.3%-14.1pp |
| Annual return | 16.18% | 45.08%-28.9pp | 263.63%-247.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,736 | $5,946+46.9% | $7,353+18.8% | $3,952+121.1% |
| Admin fee / account holder | $19,732 | $6,934+184.6% | $10,800+82.7% | $6,261+215.2% |