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 | $72,828 | $64,324+13.2% | $118,914-38.8% | $79,856-8.8% |
| Participation rate | 68.3% | 64.9%+3.4pp | 75.4%-7.1pp | 69.6%-1.3pp |
| Annual return | 13.27% | 86.45%-73.2pp | 35.89%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,308 | $2,824+17.2% | $4,266-22.5% | $3,741-11.6% |
| Admin fee / account holder | $5,892 | $4,040+45.8% | $6,582-10.5% | $5,306+11.0% |