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 | $28,148 | $76,608-63.3% | $56,077-49.8% | $145,877-80.7% |
| Participation rate | 9.1% | 63.2%-54.2pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 9.26% | 3009.59%-3000.3pp | 1709.28%-1700.0pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,965 | $2,624-25.1% | $1,954+0.6% | $6,691-70.6% |
| Admin fee / account holder | $1,344 | $3,325-59.6% | $2,825-52.4% | $13,402-90.0% |