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 | $169,384 | $118,877+42.5% | $96,570+75.4% | $167,536+1.1% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 16.97% | 50.50%-33.5pp | 37.79%-20.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $378 | $3,121-87.9% | $2,357-84.0% | $4,839-92.2% |
| Participant deferral / active EE | $4,032 | $4,617-12.7% | $3,849+4.7% | $6,342-36.4% |
| Admin fee / account holder | $30,161 | $8,069+273.8% | $6,182+387.8% | $12,315+144.9% |