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 | $82,632 | $47,944+72.4% | $67,834+21.8% | $62,881+31.4% |
| Participation rate | 47.8% | 61.1%-13.3pp | 68.8%-21.0pp | 69.3%-21.5pp |
| Annual return | 5.34% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,461 | $2,247-35.0% | $3,160-53.8% | $3,203-54.4% |
| Admin fee / account holder | $779 | $3,712-79.0% | $4,622-83.1% | $4,296-81.9% |