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 | $84,352 | $94,031-10.3% | $115,768-27.1% | $82,448+2.3% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.4%-16.1pp | 68.1%-9.7pp |
| Annual return | 19.68% | 20.61%-0.9pp | 100.46%-80.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,359 | $3,972-40.6% | $4,917-52.0% | $4,139-43.0% |
| Admin fee / account holder | $1,753 | $10,249-82.9% | $12,439-85.9% | $7,234-75.8% |