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 | $80,793 | $81,208-0.5% | $98,920-18.3% | $79,852+1.2% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 13.39% | 60.99%-47.6pp | 196.47%-183.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $285 | $1,960-85.5% | $2,689-89.4% | $2,471-88.5% |
| Participant deferral / active EE | $1,710 | $3,265-47.6% | $4,245-59.7% | $3,740-54.3% |
| Admin fee / account holder | $17,347 | $6,013+188.5% | $6,643+161.1% | $5,306+226.9% |