Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,364 | $59,456-23.7% | $93,669-51.6% | $74,429-39.1% |
| Participation rate | 26.7% | 59.6%-33.0pp | 68.7%-42.1pp | 67.2%-40.5pp |
| Annual return | 11.50% | 82.00%-70.5pp | 133.59%-122.1pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,988 | $3,052-34.8% | $4,416-55.0% | $4,348-54.3% |
| Admin fee / account holder | $7,862 | $3,026+159.8% | $8,291-5.2% | $1,944+304.4% |