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 | $80,007 | $52,353+52.8% | $120,225-33.5% | $82,448-3.0% |
| Participation rate | 31.3% | 58.3%-27.1pp | 69.6%-38.3pp | 68.1%-36.8pp |
| Annual return | 13.48% | 61.85%-48.4pp | 439.23%-425.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,653 | $2,627-37.1% | $3,999-58.7% | $4,139-60.1% |
| Admin fee / account holder | $1,812 | $4,363-58.5% | $5,696-68.2% | $7,234-75.0% |