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 | $87,410 | $54,717+59.7% | $86,216+1.4% | $71,511+22.2% |
| Participation rate | 27.7% | 60.1%-32.4pp | 69.0%-41.3pp | 67.9%-40.3pp |
| Annual return | 19.94% | 20.07%-0.1pp | 1169.42%-1149.5pp | 28.86%-8.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,095 | $3,110+31.7% | $3,986+2.7% | $4,291-4.6% |
| Admin fee / account holder | $9,068 | $1,922+371.8% | $6,853+32.3% | $1,588+470.9% |