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 | $124,422 | $226,105-45.0% | $182,540-31.8% | $152,897-18.6% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.5%-51.7pp |
| Annual return | 14.21% | 192.58%-178.4pp | 148.58%-134.4pp | 345.43%-331.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,923 | $6,370-22.7% | $5,525-10.9% | $5,851-15.9% |
| Admin fee / account holder | $42,916 | $10,706+300.9% | $8,593+399.4% | $11,599+270.0% |