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 | $102,237 | $85,766+19.2% | $136,298-25.0% | $70,126+45.8% |
| Participation rate | 65.7% | 74.2%-8.4pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 15.43% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,220 | $5,051-36.3% | $6,247-48.5% | $3,332-3.4% |
| Admin fee / account holder | $1,905 | $5,421-64.9% | $9,244-79.4% | $4,645-59.0% |