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 | $88,990 | $48,364+84.0% | $71,796+23.9% | $62,881+41.5% |
| Participation rate | 66.2% | 60.6%+5.6pp | 69.1%-2.9pp | 69.3%-3.1pp |
| Annual return | 9.24% | 13.16%-3.9pp | 78.04%-68.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,318 | $2,091+10.8% | $2,794-17.1% | $3,203-27.6% |
| Admin fee / account holder | $4,081 | $3,771+8.2% | $4,815-15.2% | $4,296-5.0% |