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 | $210,853 | $89,259+136.2% | $107,187+96.7% | $82,637+155.2% |
| Participation rate | 52.6% | 67.9%-15.4pp | 75.0%-22.5pp | 68.1%-15.5pp |
| Annual return | 99.38% | 21.02%+78.4pp | 204.55%-105.2pp | 53.51%+45.9pp |
| Employer contribution / active EE | $80 | $3,080-97.4% | $3,782-97.9% | $2,552-96.9% |
| Participant deferral / active EE | $4,157 | $4,037+3.0% | $5,096-18.4% | $4,126+0.8% |
| Admin fee / account holder | $29,764 | $7,381+303.2% | $9,162+224.9% | $7,339+305.6% |