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 | $85,235 | $106,923-20.3% | $84,023+1.4% | $152,909-44.3% |
| Participation rate | 56.5% | 75.3%-18.7pp | 69.0%-12.5pp | 82.5%-25.9pp |
| Annual return | 18.45% | 105.02%-86.6pp | 71.32%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,145 | $4,013-21.6% | $3,239-2.9% | $5,851-46.3% |
| Admin fee / account holder | $11,867 | $8,289+43.2% | $6,102+94.5% | $11,601+2.3% |