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 | $55,399 | $34,316+61.4% | $74,722-25.9% | $72,975-24.1% |
| Participation rate | 54.8% | 42.4%+12.4pp | 54.5%+0.3pp | 69.5%-14.7pp |
| Annual return | 22.82% | 26.58%-3.8pp | 753.11%-730.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $72 | $692-89.6% | $1,084-93.3% | $2,440-97.0% |
| Participant deferral / active EE | $2,775 | $1,272+118.2% | $1,963+41.4% | $3,608-23.1% |
| Admin fee / account holder | $11,164 | $2,125+425.4% | $3,335+234.8% | $5,124+117.9% |