Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $48,750 | $138,078-64.7% | $125,363-61.1% | $134,509-63.8% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | 54634.27% | 750.49%+53883.8pp | 572.15%+54062.1pp | 418.13%+54216.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,318 | $7,800-31.8% | $7,447-28.6% | $6,400-16.9% |
| Admin fee / account holder | $7,984 | $11,566-31.0% | $10,005-20.2% | $11,427-30.1% |