Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,995 | $102,635-50.3% | $86,209-40.8% | $139,456-63.4% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.0%-24.0pp | 80.3%-35.3pp |
| Annual return | 13.27% | 1923.53%-1910.3pp | 1169.05%-1155.8pp | 373.45%-360.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,401 | $4,677-48.7% | $3,986-39.8% | $6,711-64.2% |
| Admin fee / account holder | $953 | $8,661-89.0% | $6,853-86.1% | $11,407-91.6% |