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 | $104,052 | $129,217-19.5% | $93,406+11.4% | $158,950-34.5% |
| Participation rate | 31.6% | 71.0%-39.4pp | 66.8%-35.2pp | 82.0%-50.4pp |
| Annual return | 11.86% | 118.21%-106.4pp | 78.05%-66.2pp | 302.91%-291.0pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,815 | $3,909-53.6% | $3,126-41.9% | $5,983-69.7% |
| Admin fee / account holder | $5,414 | $7,383-26.7% | $5,230+3.5% | $11,248-51.9% |