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 | $83,995 | $98,766-15.0% | $149,730-43.9% | $79,852+5.2% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.5%-13.4pp | 69.6%-0.5pp |
| Annual return | 17.08% | 27.43%-10.4pp | 276.70%-259.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,450 | $5,681-4.1% | $6,843-20.4% | $3,740+45.7% |
| Admin fee / account holder | $1,469 | $6,052-75.7% | $9,310-84.2% | $5,306-72.3% |