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 | $61,390 | $29,670+106.9% | $56,054+9.5% | $80,911-24.1% |
| Participation rate | 9.8% | 41.7%-31.8pp | 52.5%-42.6pp | 67.6%-57.8pp |
| Annual return | 26.53% | 35.24%-8.7pp | 1705.95%-1679.4pp | 35.63%-9.1pp |
| Employer contribution / active EE | $78 | $670-88.4% | $1,039-92.5% | $2,756-97.2% |
| Participant deferral / active EE | $467 | $1,227-61.9% | $1,952-76.1% | $4,297-89.1% |
| Admin fee / account holder | $3,206 | $2,431+31.9% | $2,822+13.6% | $6,935-53.8% |