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 | $130,981 | $183,592-28.7% | $155,574-15.8% | $145,877-10.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.19% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $145 | $5,317-97.3% | $4,676-96.9% | $4,663-96.9% |
| Participant deferral / active EE | $9,651 | $6,466+49.3% | $5,629+71.4% | $6,691+44.2% |
| Admin fee / account holder | $21,544 | $19,316+11.5% | $15,914+35.4% | $13,402+60.7% |