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 | $80,899 | $75,962+6.5% | $154,108-47.5% | $64,173+26.1% |
| Participation rate | 46.4% | 70.4%-24.0pp | 83.0%-36.6pp | 69.6%-23.1pp |
| Annual return | 8.38% | 30.32%-21.9pp | 735.21%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $258 | $3,350-92.3% | $5,298-95.1% | $2,381-89.2% |
| Participant deferral / active EE | $1,419 | $3,175-55.3% | $5,081-72.1% | $3,470-59.1% |
| Admin fee / account holder | $1,047 | $5,589-81.3% | $13,411-92.2% | $4,887-78.6% |