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 | $94,181 | $78,636+19.8% | $105,607-10.8% | $74,459+26.5% |
| Participation rate | 36.2% | 72.8%-36.6pp | 75.3%-39.1pp | 67.2%-31.1pp |
| Annual return | 20.76% | 15.96%+4.8pp | 116.11%-95.3pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $622 | $2,523-75.4% | $3,167-80.4% | $2,626-76.3% |
| Participant deferral / active EE | $2,757 | $4,322-36.2% | $5,011-45.0% | $4,350-36.6% |
| Admin fee / account holder | $13,430 | $2,220+504.9% | $10,958+22.6% | $1,945+590.6% |