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 | $104,466 | $98,776+5.8% | $149,745-30.2% | $79,856+30.8% |
| Participation rate | 46.0% | 75.8%-29.8pp | 82.5%-36.5pp | 69.6%-23.6pp |
| Annual return | 26.21% | 27.38%-1.2pp | 276.72%-250.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,875 | $5,681+21.0% | $6,843+0.5% | $3,741+83.8% |
| Admin fee / account holder | $1,911 | $6,053-68.4% | $9,312-79.5% | $5,306-64.0% |