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 | $112,930 | $61,789+82.8% | $97,167+16.2% | $80,874+39.6% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.6%-24.8pp |
| Annual return | 10.73% | -557.90%+568.6pp | 75.27%-64.5pp | 35.62%-24.9pp |
| Employer contribution / active EE | $361 | $1,837-80.3% | $2,729-86.8% | $2,756-86.9% |
| Participant deferral / active EE | $2,148 | $3,028-29.1% | $4,264-49.6% | $4,297-50.0% |
| Admin fee / account holder | $16,520 | $5,168+219.6% | $5,650+192.4% | $6,935+138.2% |