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 | $88,132 | $53,063+66.1% | $124,206-29.0% | $82,637+6.6% |
| Participation rate | 48.7% | 58.4%-9.7pp | 69.6%-20.9pp | 68.1%-19.3pp |
| Annual return | 14.82% | 68.87%-54.1pp | 515.27%-500.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,725 | $2,644-34.8% | $3,968-56.5% | $4,126-58.2% |
| Admin fee / account holder | $1,257 | $4,281-70.6% | $5,929-78.8% | $7,339-82.9% |