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 | $76,594 | $85,766-10.7% | $136,298-43.8% | $70,126+9.2% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 18.95% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,401 | $5,051-52.5% | $6,247-61.6% | $3,332-27.9% |
| Admin fee / account holder | $863 | $5,421-84.1% | $9,244-90.7% | $4,645-81.4% |