Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $200,118 | $84,708+136.2% | $75,714+164.3% | $167,536+19.4% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.8%-38.5pp | 82.1%-45.7pp |
| Annual return | 13.11% | 199.62%-186.5pp | 104.62%-91.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,201 | $4,577-73.8% | $3,820-68.6% | $6,342-81.1% |
| Admin fee / account holder | $738 | $5,358-86.2% | $3,619-79.6% | $12,315-94.0% |