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 | $141,984 | $102,385+38.7% | $147,080-3.5% | $80,935+75.4% |
| Participation rate | 54.8% | 75.9%-21.1pp | 82.2%-27.4pp | 67.7%-12.9pp |
| Annual return | 15.44% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,777 | $6,651+16.9% | $8,066-3.6% | $4,299+80.9% |
| Admin fee / account holder | $169,911 | $7,951+2036.9% | $12,989+1208.1% | $6,924+2353.8% |