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 | $60,607 | $59,839+1.3% | $81,991-26.1% | $79,852-24.1% |
| Participation rate | 20.9% | 61.6%-40.7pp | 69.3%-48.3pp | 69.6%-48.7pp |
| Annual return | 248.79% | 17.56%+231.2pp | 41.31%+207.5pp | 31.72%+217.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,157 | $2,695-57.1% | $3,722-68.9% | $3,740-69.1% |
| Admin fee / account holder | $913 | $4,287-78.7% | $5,665-83.9% | $5,306-82.8% |