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 | $58,381 | $99,031-41.0% | $86,597-32.6% | $147,585-60.4% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 19.87% | 1312.56%-1292.7pp | 964.96%-945.1pp | 578.57%-558.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,260 | $3,972-68.3% | $3,609-65.1% | $5,439-76.8% |
| Admin fee / account holder | $746 | $5,711-86.9% | $4,906-84.8% | $10,885-93.1% |