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 | $19,185 | $48,570-60.5% | $130,660-85.3% | $72,976-73.7% |
| Participation rate | 61.1% | 58.6%+2.5pp | 71.7%-10.6pp | 69.5%-8.4pp |
| Annual return | 17.89% | 38.63%-20.7pp | 1709.29%-1691.4pp | 81.02%-63.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,474 | $2,384+45.7% | $3,603-3.6% | $3,608-3.7% |
| Admin fee / account holder | $985 | $3,549-72.2% | $5,463-82.0% | $5,124-80.8% |