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 | $81,210 | $100,033-18.8% | $149,716-45.8% | $70,124+15.8% |
| Participation rate | 53.3% | 83.6%-30.2pp | 87.1%-33.7pp | 69.5%-16.2pp |
| Annual return | 21.89% | 27.43%-5.5pp | 1501.67%-1479.8pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,920 | $4,982+18.8% | $6,568-9.9% | $3,332+77.7% |
| Admin fee / account holder | $10,964 | $8,285+32.3% | $11,282-2.8% | $4,645+136.0% |