Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $167,352 | $150,445+11.2% | $136,297+22.8% | $147,585+13.4% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 16.90% | 1049.14%-1032.2pp | 5156.16%-5139.3pp | 578.57%-561.7pp |
| Employer contribution / active EE | $783 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $2,866 | $6,631-56.8% | $6,247-54.1% | $5,439-47.3% |
| Admin fee / account holder | $5,559 | $10,906-49.0% | $9,244-39.9% | $10,885-48.9% |