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 | $85,446 | $58,726+45.5% | $92,240-7.4% | $62,293+37.2% |
| Participation rate | 34.0% | 68.3%-34.4pp | 76.5%-42.5pp | 69.5%-35.5pp |
| Annual return | 17.32% | 43.62%-26.3pp | 176.29%-159.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $177 | $2,392-92.6% | $3,680-95.2% | $2,042-91.3% |
| Participant deferral / active EE | $2,646 | $2,766-4.3% | $3,897-32.1% | $3,169-16.5% |
| Admin fee / account holder | $17,938 | $556+3123.5% | $5,194+245.3% | $479+3642.1% |