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 | $74,986 | $48,570+54.4% | $130,660-42.6% | $72,975+2.8% |
| Participation rate | 58.0% | 58.6%-0.6pp | 71.7%-13.7pp | 69.5%-11.5pp |
| Annual return | 19.47% | 38.63%-19.2pp | 1709.29%-1689.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,139 | $2,384+115.6% | $3,603+42.6% | $3,608+42.4% |
| Admin fee / account holder | $17,713 | $3,549+399.1% | $5,463+224.2% | $5,124+245.7% |