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 | $72,500 | $63,346+14.5% | $92,240-21.4% | $70,126+3.4% |
| Participation rate | 38.6% | 68.7%-30.1pp | 76.5%-37.9pp | 69.5%-31.0pp |
| Annual return | 13.91% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,326 | $2,854-18.5% | $3,897-40.3% | $3,332-30.2% |
| Admin fee / account holder | $887 | $3,841-76.9% | $5,194-82.9% | $4,645-80.9% |