Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,164 | $102,422-46.1% | $147,117-62.5% | $80,959-31.9% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 19.41% | 135.16%-115.8pp | 420.54%-401.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,202 | $6,652-21.8% | $8,065-35.5% | $4,300+21.0% |
| Admin fee / account holder | $8,794 | $7,953+10.6% | $12,993-32.3% | $6,925+27.0% |