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 | $57,250 | $76,368-25.0% | $67,681-15.4% | $154,746-63.0% |
| Participation rate | 25.0% | 79.0%-54.0pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 16.25% | 1066.77%-1050.5pp | 590.58%-574.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,875 | $4,824-40.4% | $3,976-27.7% | $6,730-57.3% |
| Admin fee / account holder | $3,889 | $8,559-54.6% | $6,100-36.2% | $14,365-72.9% |