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 | $98,481 | $98,760-0.3% | $149,715-34.2% | $79,858+23.3% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.5%-27.9pp | 69.6%-15.1pp |
| Annual return | 18.36% | 27.43%-9.1pp | 276.66%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,726 | $5,681+36.0% | $6,842+12.9% | $3,740+106.6% |
| Admin fee / account holder | $8,020 | $6,053+32.5% | $9,310-13.9% | $5,306+51.1% |