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 | $87,329 | $100,060-12.7% | $149,721-41.7% | $70,126+24.5% |
| Participation rate | 51.7% | 83.6%-31.9pp | 87.1%-35.3pp | 69.5%-17.8pp |
| Annual return | 17.90% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,297 | $4,982+46.5% | $6,568+11.1% | $3,332+119.0% |
| Admin fee / account holder | $5,598 | $8,285-32.4% | $11,282-50.4% | $4,645+20.5% |