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 | $155,825 | $49,164+217.0% | $121,169+28.6% | $75,181+107.3% |
| Participation rate | 15.9% | 55.4%-39.5pp | 69.5%-53.6pp | 67.2%-51.3pp |
| Annual return | 22.96% | 56.03%-33.1pp | 986.71%-963.8pp | 160.69%-137.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,029 | $2,628-60.9% | $4,083-74.8% | $4,126-75.1% |
| Admin fee / account holder | $15,784 | $3,942+300.4% | $5,645+179.6% | $5,650+179.4% |