Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $247,357 | $106,008+133.3% | $92,240+168.2% | $147,586+67.6% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 17.13% | 50.05%-32.9pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,592 | $4,478+91.9% | $3,897+120.5% | $5,439+58.0% |
| Admin fee / account holder | $785 | $6,333-87.6% | $5,194-84.9% | $10,886-92.8% |