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 | $85,301 | $48,364+76.4% | $71,796+18.8% | $62,881+35.7% |
| Participation rate | 40.7% | 60.6%-19.9pp | 69.1%-28.4pp | 69.3%-28.6pp |
| Annual return | 7.39% | 13.16%-5.8pp | 78.04%-70.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,776 | $2,091-15.1% | $2,794-36.4% | $3,203-44.5% |
| Admin fee / account holder | $2,491 | $3,771-34.0% | $4,815-48.3% | $4,296-42.0% |