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 | $161,362 | $47,479+239.9% | $62,929+156.4% | $82,448+95.7% |
| Participation rate | 44.7% | 66.9%-22.2pp | 73.1%-28.4pp | 68.1%-23.4pp |
| Annual return | 14.98% | 20.34%-5.4pp | 1063.93%-1048.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,394 | $2,870-16.6% | $3,888-38.4% | $4,139-42.2% |
| Admin fee / account holder | $9,978 | $3,804+162.3% | $5,065+97.0% | $7,234+37.9% |