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 | $88,675 | $81,208+9.2% | $98,920-10.4% | $79,852+11.0% |
| Participation rate | 45.9% | 72.5%-26.6pp | 76.0%-30.1pp | 69.6%-23.7pp |
| Annual return | 11.40% | 60.99%-49.6pp | 196.47%-185.1pp | 31.72%-20.3pp |
| Employer contribution / active EE | $400 | $1,960-79.6% | $2,689-85.1% | $2,471-83.8% |
| Participant deferral / active EE | $1,980 | $3,265-39.3% | $4,245-53.3% | $3,740-47.1% |
| Admin fee / account holder | $4,999 | $6,013-16.9% | $6,643-24.8% | $5,306-5.8% |