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 | $117,478 | $49,891+135.5% | $80,607+45.7% | $75,181+56.3% |
| Participation rate | 17.5% | 55.3%-37.9pp | 67.0%-49.5pp | 67.2%-49.7pp |
| Annual return | 15.43% | 34.67%-19.2pp | 936.11%-920.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,404 | $2,991-53.1% | $4,448-68.4% | $4,126-66.0% |
| Admin fee / account holder | $4,112 | $3,578+15.0% | $5,379-23.6% | $5,650-27.2% |