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 | $65,124 | $34,316+89.8% | $74,723-12.8% | $72,976-10.8% |
| Participation rate | 41.1% | 42.4%-1.3pp | 54.5%-13.4pp | 69.5%-28.4pp |
| Annual return | 20.64% | 26.58%-5.9pp | 753.18%-732.5pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,236 | $1,272+154.4% | $1,962+65.0% | $3,608-10.3% |
| Admin fee / account holder | $6,418 | $2,125+202.0% | $3,335+92.4% | $5,124+25.2% |