Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $98,059 | $79,223+23.8% | $102,460-4.3% | $74,478+31.7% |
| Participation rate | 54.3% | 74.8%-20.4pp | 76.5%-22.2pp | 67.2%-12.9pp |
| Annual return | 11.98% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $598 | $2,363-74.7% | $3,025-80.2% | $2,626-77.2% |
| Participant deferral / active EE | $2,935 | $4,417-33.6% | $5,056-42.0% | $4,350-32.5% |
| Admin fee / account holder | $20,751 | $2,003+936.0% | $9,460+119.4% | $1,946+966.4% |