Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,529 | $125,184-14.9% | $105,607+0.9% | $145,884-27.0% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 15.04% | 225.00%-210.0pp | 116.11%-101.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,173 | $5,714-27.0% | $5,011-16.7% | $6,690-37.6% |
| Admin fee / account holder | $24,084 | $17,133+40.6% | $10,958+119.8% | $13,392+79.8% |