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 | $96,923 | $102,429-5.4% | $147,096-34.1% | $80,925+19.8% |
| Participation rate | 18.0% | 75.9%-57.8pp | 82.2%-64.1pp | 67.7%-49.6pp |
| Annual return | 12.79% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,879 | $6,649-41.7% | $8,071-51.9% | $4,299-9.8% |
| Admin fee / account holder | $10,177 | $7,957+27.9% | $13,005-21.7% | $6,940+46.6% |