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 | $99,651 | $102,393-2.7% | $147,041-32.2% | $80,911+23.2% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.6%+0.4pp |
| Annual return | 20.20% | 134.95%-114.7pp | 419.21%-399.0pp | 35.63%-15.4pp |
| Employer contribution / active EE | $672 | $3,715-81.9% | $4,935-86.4% | $2,756-75.6% |
| Participant deferral / active EE | $6,391 | $6,647-3.9% | $8,071-20.8% | $4,297+48.7% |
| Admin fee / account holder | $1,179 | $7,943-85.2% | $13,006-90.9% | $6,935-83.0% |