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 | $46,961 | $85,766-45.2% | $136,298-65.5% | $70,126-33.0% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 47.10% | 31.46%+15.6pp | 5156.27%-5109.2pp | 73.15%-26.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,676 | $5,051+150.9% | $6,247+102.9% | $3,332+280.4% |
| Admin fee / account holder | $1,962 | $5,421-63.8% | $9,244-78.8% | $4,645-57.8% |