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 | $40,920 | $176,688-76.8% | $130,660-68.7% | $152,909-73.2% |
| Participation rate | 59.1% | 79.0%-19.9pp | 71.7%-12.7pp | 82.5%-23.4pp |
| Annual return | 19.11% | 2693.08%-2674.0pp | 1709.29%-1690.2pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $574 | $4,362-86.8% | $3,603-84.1% | $5,851-90.2% |
| Admin fee / account holder | $12,015 | $7,131+68.5% | $5,463+119.9% | $11,601+3.6% |