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 | $97,262 | $142,354-31.7% | $125,529-22.5% | $155,188-37.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.7%-33.1pp | 80.8%-39.1pp |
| Annual return | 12.63% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,800 | $5,491-12.6% | $4,813-0.3% | $6,531-26.5% |
| Admin fee / account holder | $21,477 | $19,392+10.8% | $16,298+31.8% | $14,480+48.3% |