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 | $77,868 | $109,872-29.1% | $98,483-20.9% | $167,536-53.5% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 20.58% | 1959.31%-1938.7pp | 1494.38%-1473.8pp | 478.82%-458.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,942 | $4,673-37.1% | $4,276-31.2% | $6,342-53.6% |
| Admin fee / account holder | $5,750 | $6,757-14.9% | $5,953-3.4% | $12,315-53.3% |