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 | $80,516 | $65,034+23.8% | $90,970-11.5% | $79,856+0.8% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.0%-27.7pp | 69.6%-28.3pp |
| Annual return | 11.45% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,091 | $2,512+23.0% | $3,373-8.4% | $3,741-17.4% |
| Admin fee / account holder | $4,297 | $4,536-5.3% | $5,961-27.9% | $5,306-19.0% |