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 | $87,680 | $45,126+94.3% | $85,187+2.9% | $74,459+17.8% |
| Participation rate | 66.4% | 49.4%+17.0pp | 67.5%-1.2pp | 67.2%-0.9pp |
| Annual return | 14.43% | 26.30%-11.9pp | 66.67%-52.2pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $67 | $1,460-95.4% | $2,732-97.6% | $2,626-97.5% |
| Participant deferral / active EE | $10,942 | $2,738+299.6% | $4,525+141.8% | $4,350+151.6% |
| Admin fee / account holder | $6,613 | $2,212+199.0% | $6,162+7.3% | $1,945+240.0% |