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 | $76,295 | $102,422-25.5% | $147,117-48.1% | $80,959-5.8% |
| Participation rate | 65.3% | 75.9%-10.6pp | 82.2%-16.9pp | 67.7%-2.4pp |
| Annual return | 13.27% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,399 | $6,652+71.4% | $8,065+41.4% | $4,300+165.1% |
| Admin fee / account holder | $40,647 | $7,953+411.1% | $12,993+212.8% | $6,925+486.9% |