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 | $113,590 | $67,411+68.5% | $91,004+24.8% | $70,124+62.0% |
| Participation rate | 7.4% | 71.4%-64.0pp | 75.6%-68.2pp | 69.5%-62.1pp |
| Annual return | 15.18% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $47 | $1,786-97.4% | $2,456-98.1% | $2,342-98.0% |
| Participant deferral / active EE | $1,333 | $2,823-52.8% | $3,548-62.4% | $3,332-60.0% |
| Admin fee / account holder | $9,214 | $4,236+117.5% | $5,417+70.1% | $4,645+98.3% |