Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,155 | $96,691-40.9% | $86,656-34.0% | $139,487-59.0% |
| Participation rate | 18.2% | 74.4%-56.2pp | 71.7%-53.5pp | 80.3%-62.2pp |
| Annual return | 39.43% | 106.87%-67.4pp | 593.09%-553.7pp | 373.84%-334.4pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,455 | $4,838+12.7% | $4,439+22.9% | $6,713-18.7% |
| Admin fee / account holder | $351 | $6,414-94.5% | $5,619-93.8% | $11,407-96.9% |