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 | $59,089 | $150,447-60.7% | $136,298-56.6% | $147,586-60.0% |
| Participation rate | 23.8% | 84.4%-60.6pp | 81.9%-58.1pp | 82.8%-59.0pp |
| Annual return | 18.59% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $115 | $5,256-97.8% | $4,696-97.5% | $4,876-97.6% |
| Participant deferral / active EE | $4,695 | $6,631-29.2% | $6,247-24.8% | $5,439-13.7% |
| Admin fee / account holder | $27,119 | $10,906+148.7% | $9,244+193.4% | $10,886+149.1% |