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 | $111,054 | $63,845+73.9% | $81,370+36.5% | $80,959+37.2% |
| Participation rate | 64.4% | 63.9%+0.5pp | 69.5%-5.1pp | 67.7%-3.3pp |
| Annual return | 15.55% | 16.37%-0.8pp | 24.85%-9.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,517 | $3,093+110.7% | $3,885+67.7% | $4,300+51.5% |
| Admin fee / account holder | $1,276 | $5,688-77.6% | $5,749-77.8% | $6,925-81.6% |