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 | $110,852 | $76,834+44.3% | $108,359+2.3% | $87,485+26.7% |
| Participation rate | 54.4% | 61.7%-7.3pp | 70.1%-15.7pp | 68.9%-14.5pp |
| Annual return | 15.28% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,713 | $3,100+19.8% | $4,137-10.2% | $4,274-13.1% |
| Admin fee / account holder | $3,870 | $6,537-40.8% | $9,741-60.3% | $7,775-50.2% |