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 | $100,697 | $100,792-0.1% | $86,691+16.2% | $134,509-25.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -11.96% | 29.08%-41.0pp | 35.94%-47.9pp | 418.13%-430.1pp |
| Employer contribution / active EE | $540 | $3,491-84.5% | $2,837-81.0% | $4,741-88.6% |
| Participant deferral / active EE | $7,527 | $5,339+41.0% | $4,656+61.7% | $6,400+17.6% |
| Admin fee / account holder | $7,714 | $10,924-29.4% | $7,492+3.0% | $11,427-32.5% |