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 | $89,997 | $78,562+14.6% | $105,608-14.8% | $74,429+20.9% |
| Participation rate | 37.6% | 72.8%-35.2pp | 75.3%-37.7pp | 67.2%-29.6pp |
| Annual return | 11.53% | 15.94%-4.4pp | 116.50%-105.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,992 | $4,321-7.6% | $5,010-20.3% | $4,348-8.2% |
| Admin fee / account holder | $1,842 | $2,217-16.9% | $11,028-83.3% | $1,944-5.2% |