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 | $111,990 | $126,519-11.5% | $106,201+5.5% | $145,959-23.3% |
| Participation rate | 41.7% | 77.7%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 20.10% | 225.10%-205.0pp | 116.26%-96.2pp | 561.95%-541.9pp |
| Employer contribution / active EE | $64 | $3,726-98.3% | $3,170-98.0% | $4,661-98.6% |
| Participant deferral / active EE | $1,939 | $5,716-66.1% | $5,012-61.3% | $6,689-71.0% |
| Admin fee / account holder | $37,385 | $17,312+115.9% | $11,039+238.6% | $13,398+179.0% |