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 | $52,960 | $100,911-47.5% | $90,440-41.4% | $158,966-66.7% |
| Participation rate | 68.2% | 75.0%-6.8pp | 72.7%-4.5pp | 82.0%-13.8pp |
| Annual return | 39.60% | 1726.62%-1687.0pp | 1294.38%-1254.8pp | 302.95%-263.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,062 | $4,348-52.6% | $3,964-48.0% | $5,983-65.5% |
| Admin fee / account holder | $21,663 | $6,507+232.9% | $5,615+285.8% | $11,250+92.6% |