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 | $88,715 | $97,125-8.7% | $86,233+2.9% | $137,256-35.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 12.22% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6 | $2,841-99.8% | $2,504-99.8% | $4,156-99.9% |
| Participant deferral / active EE | $870 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $17,402 | $9,725+78.9% | $8,342+108.6% | $12,270+41.8% |