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 | $112,272 | $58,275+92.7% | $81,844+37.2% | $80,935+38.7% |
| Participation rate | 65.9% | 63.5%+2.4pp | 72.4%-6.5pp | 67.7%-1.8pp |
| Annual return | 16.48% | 41.82%-25.3pp | 778.87%-762.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $68 | $2,346-97.1% | $2,916-97.7% | $2,757-97.5% |
| Participant deferral / active EE | $7,386 | $3,285+124.8% | $4,323+70.8% | $4,299+71.8% |
| Admin fee / account holder | $16,529 | $4,749+248.1% | $7,355+124.7% | $6,924+138.7% |