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 | $76,900 | $89,225-13.8% | $133,698-42.5% | $74,478+3.3% |
| Participation rate | 38.9% | 69.4%-30.5pp | 76.4%-37.5pp | 67.2%-28.3pp |
| Annual return | 15.87% | 22.76%-6.9pp | 580.90%-565.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $443 | $2,816-84.3% | $4,218-89.5% | $2,626-83.1% |
| Participant deferral / active EE | $2,152 | $4,597-53.2% | $7,016-69.3% | $4,350-50.5% |
| Admin fee / account holder | $1,534 | $1,545-0.7% | $6,703-77.1% | $1,946-21.2% |