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 | $82,601 | $96,361-14.3% | $80,607+2.5% | $139,456-40.8% |
| Participation rate | 53.8% | 73.6%-19.8pp | 67.0%-13.2pp | 80.3%-26.5pp |
| Annual return | 16.73% | 1350.95%-1334.2pp | 936.11%-919.4pp | 373.45%-356.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,828 | $5,232+11.4% | $4,448+31.0% | $6,711-13.2% |
| Admin fee / account holder | $7,979 | $6,601+20.9% | $5,379+48.3% | $11,407-30.1% |