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 | $72,272 | $185,225-61.0% | $142,898-49.4% | $167,536-56.9% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 9.30% | 8558.12%-8548.8pp | 5639.64%-5630.3pp | 478.82%-469.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,019 | $4,496-32.8% | $3,838-21.3% | $6,342-52.4% |
| Admin fee / account holder | $3,824 | $8,032-52.4% | $6,560-41.7% | $12,315-69.0% |