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 | $50,667 | $39,798+27.3% | $67,704-25.2% | $59,633-15.0% |
| Participation rate | 30.0% | 57.4%-27.4pp | 67.5%-37.5pp | 68.7%-38.7pp |
| Annual return | 8.51% | 89.94%-81.4pp | 25.41%-16.9pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,871 | $2,335-19.9% | $3,585-47.8% | $3,192-41.4% |
| Admin fee / account holder | $5,992 | $3,212+86.6% | $4,255+40.8% | $4,297+39.4% |