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 | $104,290 | $99,995+4.3% | $85,063+22.6% | $145,978-28.6% |
| Participation rate | 54.2% | 74.1%-19.9pp | 67.5%-13.3pp | 80.3%-26.1pp |
| Annual return | 14.12% | 83.99%-69.9pp | 66.54%-52.4pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,510 | $5,295-33.7% | $4,523-22.4% | $6,690-47.5% |
| Admin fee / account holder | $9,207 | $7,255+26.9% | $6,155+49.6% | $13,400-31.3% |