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 | $46,544 | $109,863-57.6% | $98,477-52.7% | $167,518-72.2% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 14.98% | 1958.09%-1943.1pp | 1493.59%-1478.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,035 | $4,673-56.5% | $4,276-52.4% | $6,342-67.9% |
| Admin fee / account holder | $62,668 | $6,755+827.7% | $5,951+953.1% | $12,312+409.0% |