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 | $111,810 | $58,275+91.9% | $81,844+36.6% | $80,935+38.1% |
| Participation rate | 35.1% | 63.5%-28.3pp | 72.4%-37.2pp | 67.7%-32.5pp |
| Annual return | 18.73% | 41.82%-23.1pp | 778.87%-760.1pp | 35.66%-16.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,416 | $3,285+4.0% | $4,323-21.0% | $4,299-20.6% |
| Admin fee / account holder | $26,584 | $4,749+459.8% | $7,355+261.4% | $6,924+283.9% |