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 | $77,985 | $83,369-6.5% | $105,223-25.9% | $67,986+14.7% |
| Participation rate | 40.0% | 56.3%-16.3pp | 75.0%-35.0pp | 57.2%-17.2pp |
| Annual return | 14.36% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $376 | $2,541-85.2% | $3,689-89.8% | $2,019-81.4% |
| Participant deferral / active EE | $2,143 | $3,295-35.0% | $5,072-57.7% | $3,358-36.2% |
| Admin fee / account holder | $4,078 | $4,073+0.1% | $8,859-54.0% | $3,203+27.3% |