Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $84,068 | $63,861+31.6% | $104,625-19.6% | $79,852+5.3% |
| Participation rate | 33.3% | 64.9%-31.6pp | 74.1%-40.7pp | 69.6%-36.3pp |
| Annual return | 13.66% | 21.30%-7.6pp | 340.60%-326.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $179 | $1,588-88.8% | $2,681-93.3% | $2,471-92.8% |
| Participant deferral / active EE | $2,224 | $2,693-17.4% | $3,738-40.5% | $3,740-40.5% |
| Admin fee / account holder | $6,483 | $4,185+54.9% | $6,465+0.3% | $5,306+22.2% |