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 | $109,803 | $202,342-45.7% | $172,753-36.4% | $152,909-28.2% |
| Participation rate | 9.1% | 87.1%-78.0pp | 82.6%-73.6pp | 82.5%-73.4pp |
| Annual return | 12.66% | 1029.88%-1017.2pp | 803.00%-790.3pp | 345.46%-332.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,182 | $5,948-63.3% | $5,198-58.0% | $5,851-62.7% |
| Admin fee / account holder | $965 | $17,112-94.4% | $13,956-93.1% | $11,601-91.7% |