Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,342 | $81,208-44.2% | $98,920-54.2% | $79,856-43.2% |
| Participation rate | 56.9% | 72.5%-15.6pp | 76.0%-19.2pp | 69.6%-12.8pp |
| Annual return | 145.39% | 60.99%+84.4pp | 196.47%-51.1pp | 31.71%+113.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,116 | $3,265-35.2% | $4,245-50.2% | $3,741-43.4% |
| Admin fee / account holder | $468 | $6,013-92.2% | $6,643-93.0% | $5,306-91.2% |