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 | $93,820 | $85,171+10.2% | $172,752-45.7% | $72,975+28.6% |
| Participation rate | 37.5% | 70.1%-32.6pp | 82.6%-45.1pp | 69.5%-32.0pp |
| Annual return | 22.25% | 27.32%-5.1pp | 802.97%-780.7pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,404 | $3,260-56.9% | $5,198-73.0% | $3,608-61.1% |
| Admin fee / account holder | $3,373 | $5,880-42.6% | $13,955-75.8% | $5,124-34.2% |