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 | $50,829 | $55,437-8.3% | $155,534-67.3% | $74,459-31.7% |
| Participation rate | 25.0% | 61.9%-36.9pp | 78.2%-53.2pp | 67.2%-42.2pp |
| Annual return | 13.80% | 269.58%-255.8pp | 64.92%-51.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $184 | $2,266-91.9% | $4,675-96.1% | $2,626-93.0% |
| Participant deferral / active EE | $878 | $2,837-69.1% | $5,630-84.4% | $4,350-79.8% |
| Admin fee / account holder | $1,585 | $1,742-9.0% | $15,900-90.0% | $1,945-18.5% |