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 | $72,553 | $79,184-8.4% | $102,438-29.2% | $74,546-2.7% |
| Participation rate | 68.2% | 74.8%-6.6pp | 76.5%-8.3pp | 67.2%+1.0pp |
| Annual return | 18.69% | 54.95%-36.3pp | 29.37%-10.7pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $370 | $2,362-84.3% | $3,024-87.8% | $2,624-85.9% |
| Participant deferral / active EE | $2,547 | $4,414-42.3% | $5,054-49.6% | $4,347-41.4% |
| Admin fee / account holder | $3,298 | $2,001+64.8% | $9,448-65.1% | $1,944+69.7% |