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 | $80,373 | $91,559-12.2% | $133,959-40.0% | $79,858+0.6% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.2pp |
| Annual return | 26.74% | 61.85%-35.1pp | 45.09%-18.4pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,828 | $3,734+82.9% | $5,047+35.3% | $3,740+82.6% |
| Admin fee / account holder | $3,375 | $6,321-46.6% | $8,928-62.2% | $5,306-36.4% |