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 | $95,750 | $58,311+64.2% | $81,882+16.9% | $80,959+18.3% |
| Participation rate | 56.7% | 63.5%-6.8pp | 72.4%-15.7pp | 67.7%-11.0pp |
| Annual return | 11.62% | 41.85%-30.2pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,038 | $3,287+53.3% | $4,323+16.5% | $4,300+17.2% |
| Admin fee / account holder | $17,337 | $4,752+264.8% | $7,360+135.6% | $6,925+150.3% |