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 | $119,995 | $88,778+35.2% | $81,844+46.6% | $145,884-17.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 19.08% | 1033.03%-1014.0pp | 778.87%-759.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $307 | $3,087-90.1% | $2,916-89.5% | $4,662-93.4% |
| Participant deferral / active EE | $2,043 | $4,648-56.0% | $4,323-52.7% | $6,690-69.5% |
| Admin fee / account holder | $7,934 | $8,430-5.9% | $7,355+7.9% | $13,392-40.8% |