Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,771 | $81,208+19.2% | $98,920-2.2% | $79,852+21.2% |
| Participation rate | 57.7% | 72.5%-14.8pp | 76.0%-18.3pp | 69.6%-11.9pp |
| Annual return | 12.68% | 60.99%-48.3pp | 196.47%-183.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $146 | $1,960-92.6% | $2,689-94.6% | $2,471-94.1% |
| Participant deferral / active EE | $2,501 | $3,265-23.4% | $4,245-41.1% | $3,740-33.1% |
| Admin fee / account holder | $12,020 | $6,013+99.9% | $6,643+80.9% | $5,306+126.5% |