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 | $44,642 | $113,338-60.6% | $94,993-53.0% | $147,586-69.8% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 11.55% | 20.80%-9.2pp | 27.14%-15.6pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,219 | $3,777-67.7% | $3,317-63.3% | $5,439-77.6% |
| Admin fee / account holder | $21,622 | $6,063+256.7% | $4,960+335.9% | $10,886+98.6% |