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 | $18,672 | $60,128-68.9% | $90,440-79.4% | $79,852-76.6% |
| Participation rate | 47.1% | 65.0%-17.9pp | 72.7%-25.6pp | 69.6%-22.6pp |
| Annual return | 16.78% | 71.95%-55.2pp | 1294.38%-1277.6pp | 31.72%-14.9pp |
| Employer contribution / active EE | $54 | $2,068-97.4% | $3,263-98.3% | $2,471-97.8% |
| Participant deferral / active EE | $1,265 | $2,939-56.9% | $3,964-68.1% | $3,740-66.2% |
| Admin fee / account holder | $2,483 | $3,977-37.6% | $5,615-55.8% | $5,306-53.2% |