Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $179,616 | $91,537+96.2% | $130,045+38.1% | $75,173+138.9% |
| Participation rate | 64.1% | 71.5%-7.4pp | 78.5%-14.4pp | 67.2%-3.1pp |
| Annual return | 14.80% | -631.55%+646.3pp | -137.30%+152.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,812 | $4,343-12.2% | $5,820-34.5% | $4,126-7.6% |
| Admin fee / account holder | $3,706 | $6,780-45.3% | $10,600-65.0% | $5,651-34.4% |