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 | $78,391 | $63,346+23.8% | $92,240-15.0% | $70,126+11.8% |
| Participation rate | 64.9% | 68.7%-3.8pp | 76.5%-11.6pp | 69.5%-4.6pp |
| Annual return | 16.95% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $401 | $2,471-83.8% | $3,680-89.1% | $2,343-82.9% |
| Participant deferral / active EE | $2,670 | $2,854-6.4% | $3,897-31.5% | $3,332-19.9% |
| Admin fee / account holder | $4,409 | $3,841+14.8% | $5,194-15.1% | $4,645-5.1% |