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 | $67,827 | $59,111+14.7% | $86,451-21.5% | $68,490-1.0% |
| Participation rate | 35.3% | 75.2%-39.9pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | 8.92% | -0.22%+9.1pp | 4398.51%-4389.6pp | -7.85%+16.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,315 | $5,900-9.9% | $6,953-23.6% | $4,028+32.0% |
| Admin fee / account holder | $3,147 | $5,640-44.2% | $6,734-53.3% | $5,403-41.8% |