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 | $80,055 | $88,186-9.2% | $165,071-51.5% | $74,459+7.5% |
| Participation rate | 33.3% | 73.1%-39.8pp | 78.6%-45.3pp | 67.2%-33.9pp |
| Annual return | 12.25% | 17.13%-4.9pp | 70.17%-57.9pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $280 | $2,600-89.2% | $4,347-93.6% | $2,626-89.3% |
| Participant deferral / active EE | $2,307 | $4,505-48.8% | $6,035-61.8% | $4,350-47.0% |
| Admin fee / account holder | $5,545 | $2,234+148.2% | $12,695-56.3% | $1,945+185.1% |