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 | $97,364 | $49,976+94.8% | $66,674+46.0% | $82,637+17.8% |
| Participation rate | 48.8% | 63.1%-14.3pp | 73.7%-24.8pp | 68.1%-19.2pp |
| Annual return | 17.35% | 39.09%-21.7pp | 321.24%-303.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,831 | $2,847+69.7% | $4,084+18.3% | $4,126+17.1% |
| Admin fee / account holder | $666 | $4,594-85.5% | $5,098-86.9% | $7,339-90.9% |