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 | $129,526 | $176,105-26.4% | $159,474-18.8% | $167,536-22.7% |
| Participation rate | 52.6% | 85.0%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 10.90% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,470 | $7,751-29.4% | $7,353-25.6% | $6,342-13.8% |
| Admin fee / account holder | $91,093 | $12,559+625.3% | $10,802+743.3% | $12,315+639.7% |