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 | $104,323 | $51,638+102.0% | $129,406-19.4% | $80,959+28.9% |
| Participation rate | 23.1% | 56.9%-33.9pp | 69.6%-46.6pp | 67.7%-44.6pp |
| Annual return | 20.45% | 20.78%-0.3pp | 9468.18%-9447.7pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $966 | $2,670-63.8% | $4,167-76.8% | $4,300-77.5% |
| Admin fee / account holder | $6,325 | $4,313+46.6% | $7,689-17.7% | $6,925-8.7% |