Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,965 | $59,467-32.8% | $93,727-57.4% | $74,478-46.3% |
| Participation rate | 54.2% | 59.6%-5.4pp | 68.7%-14.5pp | 67.2%-13.1pp |
| Annual return | 26.51% | 82.14%-55.6pp | 133.83%-107.3pp | 1370.56%-1344.1pp |
| Employer contribution / active EE | $160 | $1,267-87.4% | $2,421-93.4% | $2,626-93.9% |
| Participant deferral / active EE | $3,368 | $3,052+10.4% | $4,417-23.8% | $4,350-22.6% |
| Admin fee / account holder | $3,645 | $3,028+20.4% | $8,292-56.0% | $1,946+87.3% |