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 | $59,456+62.0% | $93,669+2.8% | $74,429+29.4% |
| Participation rate | 28.7% | 59.6%-30.9pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 19.53% | 82.00%-62.5pp | 133.59%-114.1pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,076 | $3,052+33.6% | $4,416-7.7% | $4,348-6.3% |
| Admin fee / account holder | $11,479 | $3,026+279.4% | $8,291+38.5% | $1,944+490.4% |