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 | $70,191 | $45,566+54.0% | $64,105+9.5% | $59,633+17.7% |
| Participation rate | 30.2% | 60.2%-29.9pp | 68.2%-37.9pp | 68.7%-38.4pp |
| Annual return | 0.77% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,243 | $2,057+9.1% | $2,822-20.5% | $3,192-29.7% |
| Admin fee / account holder | $8,819 | $3,268+169.9% | $4,499+96.0% | $4,297+105.2% |