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 | $71,310 | $154,159-53.7% | $130,026-45.2% | $139,456-48.9% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 14.70% | 32.50%-17.8pp | -137.26%+152.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,147 | $6,710-53.1% | $5,821-45.9% | $6,711-53.1% |
| Admin fee / account holder | $56,902 | $14,001+306.4% | $10,608+436.4% | $11,407+398.8% |