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 | $91,666 | $209,847-56.3% | $189,520-51.6% | $167,518-45.3% |
| Participation rate | 42.9% | 88.7%-45.8pp | 87.8%-44.9pp | 82.1%-39.3pp |
| Annual return | 13.24% | 748.45%-735.2pp | 555.25%-542.0pp | 478.71%-465.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,302 | $8,934+15.3% | $8,220+25.3% | $6,342+62.4% |
| Admin fee / account holder | $15,453 | $14,295+8.1% | $12,046+28.3% | $12,312+25.5% |