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 | $111,670 | $99,011+12.8% | $86,582+29.0% | $147,586-24.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 21.69% | 1312.75%-1291.1pp | 965.08%-943.4pp | 578.59%-556.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,901 | $3,972+23.4% | $3,609+35.8% | $5,439-9.9% |
| Admin fee / account holder | $8,761 | $5,709+53.5% | $4,904+78.6% | $10,886-19.5% |