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 | $59,588 | $60,128-0.9% | $90,440-34.1% | $79,852-25.4% |
| Participation rate | 51.9% | 65.0%-13.1pp | 72.7%-20.8pp | 69.6%-17.8pp |
| Annual return | 15.97% | 71.95%-56.0pp | 1294.38%-1278.4pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,015 | $2,939+2.6% | $3,964-23.9% | $3,740-19.4% |
| Admin fee / account holder | $402 | $3,977-89.9% | $5,615-92.8% | $5,306-92.4% |