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 | $84,666 | $55,437+52.7% | $155,534-45.6% | $74,459+13.7% |
| Participation rate | 12.4% | 61.9%-49.5pp | 78.2%-65.8pp | 67.2%-54.8pp |
| Annual return | 11.11% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $134 | $2,266-94.1% | $4,675-97.1% | $2,626-94.9% |
| Participant deferral / active EE | $832 | $2,837-70.7% | $5,630-85.2% | $4,350-80.9% |
| Admin fee / account holder | $9,502 | $1,742+445.4% | $15,900-40.2% | $1,945+388.6% |