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 | $69,726 | $65,566+6.3% | $86,235-19.1% | $75,177-7.3% |
| Participation rate | 54.9% | 60.5%-5.5pp | 69.0%-14.0pp | 67.2%-12.3pp |
| Annual return | 12.96% | 46.07%-33.1pp | 1170.03%-1157.1pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,495 | $3,023+48.7% | $3,987+12.7% | $4,126+8.9% |
| Admin fee / account holder | $15,301 | $5,470+179.7% | $6,856+123.2% | $5,651+170.7% |