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 | $161,838 | $98,766+63.9% | $149,730+8.1% | $79,852+102.7% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.5%-29.4pp | 69.6%-16.5pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.70%-261.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,278 | $5,681+98.5% | $6,843+64.8% | $3,740+201.5% |
| Admin fee / account holder | $8,091 | $6,052+33.7% | $9,310-13.1% | $5,306+52.5% |