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 | $87,666 | $98,760-11.2% | $149,715-41.4% | $79,858+9.8% |
| Participation rate | 42.2% | 75.8%-33.6pp | 82.5%-40.3pp | 69.6%-27.4pp |
| Annual return | 22.13% | 27.43%-5.3pp | 276.66%-254.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $507 | $3,217-84.2% | $4,645-89.1% | $2,471-79.5% |
| Participant deferral / active EE | $5,785 | $5,681+1.8% | $6,842-15.5% | $3,740+54.7% |
| Admin fee / account holder | $1,880 | $6,053-68.9% | $9,310-79.8% | $5,306-64.6% |