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 | $120,386 | $160,040-24.8% | $147,096-18.2% | $145,877-17.5% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.9pp |
| Annual return | 12.82% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,956 | $8,429-64.9% | $8,071-63.4% | $6,691-55.8% |
| Admin fee / account holder | $69,057 | $15,050+358.9% | $13,005+431.0% | $13,402+415.3% |