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 | $72,246 | $171,867-58.0% | $149,721-51.7% | $147,586-51.0% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 12.64% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,963 | $7,270-59.2% | $6,568-54.9% | $5,439-45.5% |
| Admin fee / account holder | $10,712 | $13,799-22.4% | $11,282-5.1% | $10,886-1.6% |