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 | $97,605 | $88,778+9.9% | $81,844+19.3% | $145,884-33.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 13.50% | 1033.03%-1019.5pp | 778.87%-765.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,017 | $4,648-13.6% | $4,323-7.1% | $6,690-39.9% |
| Admin fee / account holder | $1,289 | $8,430-84.7% | $7,355-82.5% | $13,392-90.4% |