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 | $64,006 | $44,850+42.7% | $60,547+5.7% | $59,633+7.3% |
| Participation rate | 66.7% | 59.5%+7.2pp | 68.0%-1.3pp | 68.7%-2.0pp |
| Annual return | 0.47% | 1074.14%-1073.7pp | 335.64%-335.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,648 | $2,230+18.8% | $3,328-20.4% | $3,192-17.0% |
| Admin fee / account holder | $686 | $3,635-81.1% | $4,536-84.9% | $4,297-84.0% |