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 | $79,963 | $104,251-23.3% | $91,004-12.1% | $147,586-45.8% |
| Participation rate | 65.2% | 78.2%-13.0pp | 75.6%-10.4pp | 82.8%-17.6pp |
| Annual return | 14.73% | 27.06%-12.3pp | 4.60%+10.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,587 | $4,195+9.3% | $3,548+29.3% | $5,439-15.7% |
| Admin fee / account holder | $400 | $8,948-95.5% | $5,417-92.6% | $10,886-96.3% |