Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,288 | $79,223-23.9% | $102,460-41.2% | $74,478-19.1% |
| Participation rate | 32.6% | 74.8%-42.2pp | 76.5%-44.0pp | 67.2%-34.7pp |
| Annual return | 40.26% | 54.98%-14.7pp | 29.47%+10.8pp | 1370.56%-1330.3pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,626 | $4,417-40.5% | $5,056-48.1% | $4,350-39.6% |
| Admin fee / account holder | $12,491 | $2,003+523.6% | $9,460+32.0% | $1,946+541.9% |