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 | $92,459 | $52,279+76.9% | $89,414+3.4% | $79,852+15.8% |
| Participation rate | 15.5% | 57.5%-42.0pp | 68.0%-52.5pp | 69.6%-54.1pp |
| Annual return | 11.75% | 22.16%-10.4pp | 245.50%-233.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $964 | $2,740-64.8% | $3,890-75.2% | $3,740-74.2% |
| Admin fee / account holder | $20,978 | $3,356+525.0% | $4,883+329.6% | $5,306+295.3% |