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 | $48,824 | $60,139-18.8% | $90,461-46.0% | $79,856-38.9% |
| Participation rate | 48.6% | 65.0%-16.3pp | 72.7%-24.0pp | 69.6%-21.0pp |
| Annual return | 13.48% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,481 | $2,939-49.6% | $3,964-62.6% | $3,741-60.4% |
| Admin fee / account holder | $5,019 | $3,978+26.2% | $5,617-10.6% | $5,306-5.4% |