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 | $218,042 | $190,862+14.2% | $159,991+36.3% | $134,509+62.1% |
| Participation rate | 65.2% | 82.0%-16.7pp | 78.0%-12.8pp | 81.2%-16.0pp |
| Annual return | -15.40% | 552.59%-568.0pp | 408.82%-424.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,553 | $6,924-48.7% | $6,183-42.5% | $6,400-44.5% |
| Admin fee / account holder | $3,484 | $10,495-66.8% | $8,715-60.0% | $11,427-69.5% |