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 | $74,704 | $100,060-25.3% | $149,721-50.1% | $70,126+6.5% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.1%-19.1pp | 69.5%-1.6pp |
| Annual return | 17.51% | 27.46%-10.0pp | 1501.67%-1484.2pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,623 | $4,982-7.2% | $6,568-29.6% | $3,332+38.8% |
| Admin fee / account holder | $10,851 | $8,285+31.0% | $11,282-3.8% | $4,645+133.6% |