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 | $186,457 | $138,075+35.0% | $123,552+50.9% | $135,379+37.7% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -4.82% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $631 | $5,152-87.8% | $4,628-86.4% | $4,779-86.8% |
| Participant deferral / active EE | $3,389 | $6,800-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $49,183 | $10,917+350.5% | $9,285+429.7% | $10,828+354.2% |