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 | $89,725 | $91,179-1.6% | $178,499-49.7% | $79,852+12.4% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.4pp | 69.6%-17.1pp |
| Annual return | 12.92% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,711 | $3,236+14.7% | $5,202-28.7% | $3,740-0.8% |
| Admin fee / account holder | $1,883 | $6,749-72.1% | $13,986-86.5% | $5,306-64.5% |