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 | $218,996 | $105,198+108.2% | $159,455+37.3% | $85,856+155.1% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.8%-39.5pp | 69.3%-26.0pp |
| Annual return | 14.42% | 45.08%-30.7pp | 263.63%-249.2pp | 318.58%-304.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,668 | $5,946+12.1% | $7,353-9.3% | $3,952+68.7% |
| Admin fee / account holder | $527 | $6,934-92.4% | $10,800-95.1% | $6,261-91.6% |