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 | $62,317 | $65,434-4.8% | $98,483-36.7% | $85,847-27.4% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.3%-43.9pp | 69.3%-39.9pp |
| Annual return | 11.91% | 21.75%-9.8pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $889 | $3,168-71.9% | $4,276-79.2% | $3,952-77.5% |
| Admin fee / account holder | $1,424 | $4,595-69.0% | $5,953-76.1% | $6,261-77.3% |