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 | $72,593 | $59,006+23.0% | $97,295-25.4% | $74,478-2.5% |
| Participation rate | 68.9% | 63.7%+5.2pp | 72.7%-3.7pp | 67.2%+1.7pp |
| Annual return | 22.43% | 16.04%+6.4pp | 75.62%-53.2pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,033 | $3,671+37.1% | $4,264+18.1% | $4,350+15.7% |
| Admin fee / account holder | $1,090 | $1,974-44.8% | $5,646-80.7% | $1,946-44.0% |