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 | $206,551 | $101,591+103.3% | $147,096+40.4% | $74,429+177.5% |
| Participation rate | 45.1% | 75.5%-30.4pp | 82.2%-37.1pp | 67.2%-22.1pp |
| Annual return | 17.19% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,957 | $7,302-32.1% | $8,071-38.6% | $4,348+14.0% |
| Admin fee / account holder | $6,640 | $1,750+279.4% | $13,005-48.9% | $1,944+241.5% |