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 | $130,154 | $91,537+42.2% | $130,045+0.1% | $75,173+73.1% |
| Participation rate | 59.3% | 71.5%-12.2pp | 78.5%-19.2pp | 67.2%-7.9pp |
| Annual return | 18.62% | -631.55%+650.2pp | -137.30%+155.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $296 | $2,845-89.6% | $4,321-93.1% | $2,671-88.9% |
| Participant deferral / active EE | $4,974 | $4,343+14.5% | $5,820-14.5% | $4,126+20.5% |
| Admin fee / account holder | $1,555 | $6,780-77.1% | $10,600-85.3% | $5,651-72.5% |