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 | $89,710 | $100,901-11.1% | $75,501+18.8% | $147,586-39.2% |
| Participation rate | 26.3% | 77.1%-50.8pp | 72.4%-46.0pp | 82.8%-56.5pp |
| Annual return | 17.41% | 35.78%-18.4pp | 27.35%-9.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,615 | $4,027-10.2% | $3,142+15.0% | $5,439-33.5% |
| Admin fee / account holder | $4,699 | $11,285-58.4% | $5,801-19.0% | $10,886-56.8% |