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 | $50,636 | $59,456-14.8% | $93,669-45.9% | $74,429-32.0% |
| Participation rate | 50.0% | 59.6%-9.6pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 14.05% | 82.00%-68.0pp | 133.59%-119.5pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $173 | $1,266-86.3% | $2,424-92.9% | $2,625-93.4% |
| Participant deferral / active EE | $1,658 | $3,052-45.7% | $4,416-62.5% | $4,348-61.9% |
| Admin fee / account holder | $2,774 | $3,026-8.3% | $8,291-66.5% | $1,944+42.7% |