Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,284 | $63,861+24.2% | $104,639-24.2% | $79,856-0.7% |
| Participation rate | 63.3% | 64.9%-1.6pp | 74.1%-10.7pp | 69.6%-6.3pp |
| Annual return | 13.58% | 21.30%-7.7pp | 340.67%-327.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,793 | $2,693+3.7% | $3,738-25.3% | $3,741-25.3% |
| Admin fee / account holder | $623 | $4,185-85.1% | $6,465-90.4% | $5,306-88.3% |