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 | $89,515 | $102,429-12.6% | $147,096-39.1% | $80,925+10.6% |
| Participation rate | 27.8% | 75.9%-48.1pp | 82.2%-54.4pp | 67.7%-39.9pp |
| Annual return | 14.53% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $858 | $3,716-76.9% | $4,936-82.6% | $2,756-68.9% |
| Participant deferral / active EE | $5,458 | $6,649-17.9% | $8,071-32.4% | $4,299+27.0% |
| Admin fee / account holder | $23,609 | $7,957+196.7% | $13,005+81.5% | $6,940+240.2% |