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 | $59,832 | $53,063+12.8% | $124,206-51.8% | $82,637-27.6% |
| Participation rate | 44.1% | 58.4%-14.3pp | 69.6%-25.5pp | 68.1%-23.9pp |
| Annual return | 16.42% | 68.87%-52.5pp | 515.27%-498.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,006 | $2,644+51.5% | $3,968+1.0% | $4,126-2.9% |
| Admin fee / account holder | $1,451 | $4,281-66.1% | $5,929-75.5% | $7,339-80.2% |