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 | $86,026 | $58,828+46.2% | $78,002+10.3% | $62,881+36.8% |
| Participation rate | 53.8% | 71.1%-17.2pp | 75.5%-21.7pp | 69.3%-15.5pp |
| Annual return | 9.12% | 17.16%-8.0pp | 425.99%-416.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,291 | $2,686-51.9% | $3,497-63.1% | $3,203-59.7% |
| Admin fee / account holder | $2,389 | $4,393-45.6% | $5,481-56.4% | $4,296-44.4% |