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 | $61,074 | $70,684-13.6% | $169,390-63.9% | $75,173-18.8% |
| Participation rate | 27.9% | 64.8%-36.9pp | 77.2%-49.3pp | 67.2%-39.3pp |
| Annual return | 50.84% | 36.38%+14.5pp | 406.07%-355.2pp | 160.72%-109.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,705 | $4,310-37.2% | $6,222-56.5% | $4,126-34.4% |
| Admin fee / account holder | $587 | $5,404-89.1% | $9,015-93.5% | $5,651-89.6% |