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 | $84,585 | $47,553+77.9% | $136,867-38.2% | $69,733+21.3% |
| Participation rate | 53.5% | 61.4%-7.9pp | 74.5%-21.0pp | 62.5%-8.9pp |
| Annual return | 17.46% | -91.50%+109.0pp | 42.97%-25.5pp | 15.22%+2.2pp |
| Employer contribution / active EE | $0 | $2,087-100.0% | $3,547-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,913 | $2,300+26.6% | $4,924-40.8% | $3,054-4.6% |
| Admin fee / account holder | $7,730 | $3,496+121.1% | $10,340-25.2% | $3,102+149.2% |