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 | $117,434 | $102,385+14.7% | $147,080-20.2% | $80,935+45.1% |
| Participation rate | 21.9% | 75.9%-54.0pp | 82.2%-60.3pp | 67.7%-45.8pp |
| Annual return | 14.21% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,722 | $6,651-29.0% | $8,066-41.5% | $4,299+9.8% |
| Admin fee / account holder | $22,025 | $7,951+177.0% | $12,989+69.6% | $6,924+218.1% |