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 | $99,456 | $51,642+92.6% | $129,384-23.1% | $80,935+22.9% |
| Participation rate | 17.1% | 56.9%-39.8pp | 69.6%-52.6pp | 67.7%-50.6pp |
| Annual return | 20.71% | 20.78%-0.1pp | 9461.77%-9441.1pp | 35.66%-15.0pp |
| Employer contribution / active EE | $167 | $1,583-89.4% | $4,153-96.0% | $2,757-93.9% |
| Participant deferral / active EE | $1,827 | $2,670-31.6% | $4,166-56.1% | $4,299-57.5% |
| Admin fee / account holder | $3,308 | $4,312-23.3% | $7,686-57.0% | $6,924-52.2% |