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 | $108,915 | $65,566+66.1% | $86,235+26.3% | $75,177+44.9% |
| Participation rate | 42.5% | 60.5%-18.0pp | 69.0%-26.5pp | 67.2%-24.7pp |
| Annual return | 15.68% | 46.07%-30.4pp | 1170.03%-1154.4pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,523 | $3,023+49.6% | $3,987+13.5% | $4,126+9.6% |
| Admin fee / account holder | $2,661 | $5,470-51.4% | $6,856-61.2% | $5,651-52.9% |