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 | $84,730 | $81,208+4.3% | $98,920-14.3% | $79,856+6.1% |
| Participation rate | 65.5% | 72.5%-7.0pp | 76.0%-10.5pp | 69.6%-4.1pp |
| Annual return | 18.10% | 60.99%-42.9pp | 196.47%-178.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $353 | $1,960-82.0% | $2,689-86.9% | $2,471-85.7% |
| Participant deferral / active EE | $3,639 | $3,265+11.5% | $4,245-14.3% | $3,741-2.7% |
| Admin fee / account holder | $23,114 | $6,013+284.4% | $6,643+248.0% | $5,306+335.6% |