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 | $161,969 | $61,125+165.0% | $94,057+72.2% | $87,485+85.1% |
| Participation rate | 17.2% | 64.1%-46.8pp | 73.3%-56.1pp | 68.9%-51.7pp |
| Annual return | 33.14% | 35.20%-2.1pp | 480.62%-447.5pp | 26.06%+7.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,003 | $3,260-69.2% | $4,709-78.7% | $4,274-76.5% |
| Admin fee / account holder | $41,374 | $5,629+635.1% | $7,244+471.1% | $7,775+432.2% |