Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $203,235 | $72,465+180.5% | $67,575+200.8% | $145,884+39.3% |
| Participation rate | 41.2% | 76.9%-35.7pp | 72.9%-31.7pp | 80.3%-39.1pp |
| Annual return | 15.45% | 7222.56%-7207.1pp | 3528.98%-3513.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,655 | $4,786-2.7% | $4,003+16.3% | $6,690-30.4% |
| Admin fee / account holder | $1,123 | $5,515-79.6% | $3,993-71.9% | $13,392-91.6% |