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 | $87,968 | $94,031-6.4% | $115,768-24.0% | $82,448+6.7% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.4%-5.2pp | 68.1%+1.2pp |
| Annual return | 13.70% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,999 | $3,972-49.7% | $4,917-59.3% | $4,139-51.7% |
| Admin fee / account holder | $6,456 | $10,249-37.0% | $12,439-48.1% | $7,234-10.8% |