Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $149,870 | $102,382+46.4% | $147,005+1.9% | $80,874+85.3% |
| Participation rate | 46.8% | 75.8%-29.1pp | 82.2%-35.4pp | 67.6%-20.9pp |
| Annual return | 20.50% | 134.89%-114.4pp | 418.76%-398.3pp | 35.62%-15.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,612 | $6,646-30.6% | $8,070-42.9% | $4,297+7.3% |
| Admin fee / account holder | $20,132 | $7,942+153.5% | $13,006+54.8% | $6,935+190.3% |