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 | $60,573 | $150,447-59.7% | $136,298-55.6% | $147,586-59.0% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 14.49% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,258 | $6,631-50.9% | $6,247-47.9% | $5,439-40.1% |
| Admin fee / account holder | $325 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |