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 | $86,225 | $48,011+79.6% | $63,803+35.1% | $82,637+4.3% |
| Participation rate | 57.7% | 66.6%-8.9pp | 72.7%-15.0pp | 68.1%-10.4pp |
| Annual return | 13.29% | 19.84%-6.6pp | 543.72%-530.4pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,293 | $2,846+261.6% | $3,843+167.8% | $4,126+149.4% |
| Admin fee / account holder | $14,525 | $3,873+275.0% | $5,196+179.5% | $7,339+97.9% |