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 | $197,891 | $137,414+44.0% | $189,537+4.4% | $85,847+130.5% |
| Participation rate | 57.5% | 84.6%-27.1pp | 87.8%-30.3pp | 69.3%-11.8pp |
| Annual return | 12.89% | 38.14%-25.3pp | 555.34%-542.4pp | 318.61%-305.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,716 | $6,260-40.6% | $8,220-54.8% | $3,952-6.0% |
| Admin fee / account holder | $2,796 | $8,630-67.6% | $12,048-76.8% | $6,261-55.3% |