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 | $85,069 | $52,678+61.5% | $75,784+12.3% | $59,633+42.7% |
| Participation rate | 38.3% | 67.2%-28.9pp | 75.8%-37.5pp | 68.7%-30.4pp |
| Annual return | -1.36% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $351 | $2,193-84.0% | $3,323-89.4% | $2,203-84.1% |
| Participant deferral / active EE | $1,976 | $2,591-23.7% | $3,652-45.9% | $3,192-38.1% |
| Admin fee / account holder | $329 | $3,610-90.9% | $5,300-93.8% | $4,297-92.4% |