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 | $124,260 | $63,346+96.2% | $92,240+34.7% | $70,126+77.2% |
| Participation rate | 20.0% | 68.7%-48.7pp | 76.5%-56.5pp | 69.5%-49.5pp |
| Annual return | 15.67% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,819 | $2,854-36.3% | $3,897-53.3% | $3,332-45.4% |
| Admin fee / account holder | $349 | $3,841-90.9% | $5,194-93.3% | $4,645-92.5% |