Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $210,154 | $138,102+52.2% | $125,381+67.6% | $134,532+56.2% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -12.40% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $210 | $5,245-96.0% | $4,815-95.6% | $4,741-95.6% |
| Participant deferral / active EE | $2,563 | $7,801-67.1% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $192,345 | $11,568+1562.7% | $10,007+1822.1% | $11,429+1583.0% |