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 | $229,716 | $100,970+127.5% | $96,576+137.9% | $137,256+67.4% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 15.84% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,022 | $8,286+20.9% | $7,956+26.0% | $6,407+56.4% |
| Admin fee / account holder | $4,595 | $11,312-59.4% | $11,381-59.6% | $12,270-62.6% |