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 | $96,330 | $59,467+62.0% | $93,727+2.8% | $74,478+29.3% |
| Participation rate | 28.7% | 59.6%-30.9pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 19.53% | 82.14%-62.6pp | 133.83%-114.3pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,076 | $3,052+33.6% | $4,417-7.7% | $4,350-6.3% |
| Admin fee / account holder | $11,479 | $3,028+279.0% | $8,292+38.4% | $1,946+489.9% |