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 | $117,857 | $105,158+12.1% | $94,672+24.5% | $139,487-15.5% |
| Participation rate | 68.2% | 82.4%-14.2pp | 80.8%-12.7pp | 80.3%-12.2pp |
| Annual return | 19.80% | 38.11%-18.3pp | 156.89%-137.1pp | 373.84%-354.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,387 | $7,599-68.6% | $7,417-67.8% | $6,713-64.4% |
| Admin fee / account holder | $3,524 | $8,972-60.7% | $7,222-51.2% | $11,407-69.1% |