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 | $24,719 | $109,872-77.5% | $98,483-74.9% | $167,536-85.2% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 14.84% | 1959.31%-1944.5pp | 1494.38%-1479.5pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,776 | $4,673-40.6% | $4,276-35.1% | $6,342-56.2% |
| Admin fee / account holder | $1,894 | $6,757-72.0% | $5,953-68.2% | $12,315-84.6% |