Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,201 | $52,507+18.5% | $129,406-51.9% | $74,478-16.5% |
| Participation rate | 16.7% | 53.9%-37.2pp | 69.6%-53.0pp | 67.2%-50.6pp |
| Annual return | 28.20% | 15.64%+12.6pp | 9468.18%-9440.0pp | 1370.56%-1342.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,986 | $2,801-29.1% | $4,167-52.3% | $4,350-54.3% |
| Admin fee / account holder | $2,084 | $2,639-21.0% | $7,689-72.9% | $1,946+7.1% |