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 | $45,935 | $65,575-29.9% | $86,209-46.7% | $75,181-38.9% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 16.43% | 46.07%-29.6pp | 1169.05%-1152.6pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,917 | $3,023-3.5% | $3,986-26.8% | $4,126-29.3% |
| Admin fee / account holder | $9,997 | $5,470+82.8% | $6,853+45.9% | $5,650+76.9% |