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 | $55,774 | $104,520-46.6% | $76,823-27.4% | $152,885-63.5% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 20.25% | 1014.03%-993.8pp | 1166.42%-1146.2pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,919 | $4,236-54.7% | $3,336-42.5% | $5,851-67.2% |
| Admin fee / account holder | $38,868 | $12,283+216.4% | $6,422+505.3% | $11,598+235.1% |