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 | $107,093 | $68,398+56.6% | $94,664+13.1% | $75,173+42.5% |
| Participation rate | 37.0% | 76.1%-39.0pp | 80.8%-43.8pp | 67.2%-30.2pp |
| Annual return | 19.43% | 616.72%-597.3pp | 156.84%-137.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,340 | $6,537-18.3% | $7,417-28.0% | $4,126+29.4% |
| Admin fee / account holder | $10,895 | $5,324+104.6% | $7,222+50.9% | $5,651+92.8% |