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 | $197,067 | $56,431+249.2% | $130,788+50.7% | $87,485+125.3% |
| Participation rate | 25.3% | 58.9%-33.6pp | 70.1%-44.8pp | 68.9%-43.6pp |
| Annual return | 16.73% | 91.27%-74.5pp | 386.44%-369.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,534 | $2,749-7.8% | $4,137-38.8% | $4,274-40.7% |
| Admin fee / account holder | $8,724 | $4,433+96.8% | $6,673+30.7% | $7,775+12.2% |