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 | $117,014 | $111,878+4.6% | $93,727+24.8% | $145,897-19.8% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 10.34% | 204.28%-193.9pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,582 | $4,920-27.2% | $4,417-18.9% | $6,689-46.5% |
| Admin fee / account holder | $806 | $10,256-92.1% | $8,292-90.3% | $13,390-94.0% |