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 | $73,676 | $106,110-30.6% | $147,005-49.9% | $77,671-5.1% |
| Participation rate | 30.0% | 78.4%-48.4pp | 82.2%-52.2pp | 70.6%-40.6pp |
| Annual return | 26.43% | 56.77%-30.3pp | 418.76%-392.3pp | 31.21%-4.8pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,206 | $7,992-47.4% | $8,070-47.9% | $4,648-9.5% |
| Admin fee / account holder | $10,061 | $338+2879.1% | $13,006-22.6% | $430+2237.6% |