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 | $132,068 | $101,672+29.9% | $147,117-10.2% | $74,478+77.3% |
| Participation rate | 25.6% | 75.5%-49.9pp | 82.2%-56.6pp | 67.2%-41.6pp |
| Annual return | 15.32% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,587 | $7,305-50.9% | $8,065-55.5% | $4,350-17.5% |
| Admin fee / account holder | $7,140 | $1,753+307.2% | $12,993-45.0% | $1,946+266.9% |