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 | $71,902 | $63,456+13.3% | $100,712-28.6% | $64,097+12.2% |
| Participation rate | 36.6% | 49.7%-13.0pp | 69.3%-32.6pp | 55.2%-18.6pp |
| Annual return | 86.61% | 19.65%+67.0pp | 33.27%+53.3pp | 34.64%+52.0pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,264 | $2,463-8.1% | $4,085-44.6% | $3,080-26.5% |
| Admin fee / account holder | $2,378 | $4,808-50.5% | $9,256-74.3% | $3,454-31.2% |