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 | $89,614 | $42,546+110.6% | $71,796+24.8% | $55,167+62.4% |
| Participation rate | 57.9% | 59.1%-1.2pp | 69.1%-11.2pp | 69.0%-11.0pp |
| Annual return | 12.57% | 12.36%+0.2pp | 78.04%-65.5pp | 169.23%-156.7pp |
| Employer contribution / active EE | $187 | $803-76.7% | $1,924-90.3% | $1,963-90.5% |
| Participant deferral / active EE | $4,513 | $2,064+118.6% | $2,794+61.5% | $3,054+47.8% |
| Admin fee / account holder | $10,741 | $650+1553.3% | $4,815+123.1% | $504+2031.5% |