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 | $171,602 | $133,981+28.1% | $112,249+52.9% | $134,532+27.6% |
| Participation rate | 7.7% | 78.6%-70.9pp | 75.1%-67.4pp | 81.2%-73.5pp |
| Annual return | -18.99% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $246 | $4,040-93.9% | $3,636-93.2% | $4,741-94.8% |
| Participant deferral / active EE | $2,077 | $5,292-60.8% | $4,729-56.1% | $6,401-67.6% |
| Admin fee / account holder | $1,115 | $7,492-85.1% | $6,412-82.6% | $11,429-90.2% |