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 | $88,326 | $58,512+51.0% | $84,020+5.1% | $72,983+21.0% |
| Participation rate | 41.1% | 61.2%-20.2pp | 69.0%-27.9pp | 69.5%-28.4pp |
| Annual return | 19.72% | 28.93%-9.2pp | 71.31%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,751 | $2,394+14.9% | $3,239-15.1% | $3,608-23.7% |
| Admin fee / account holder | $2,342 | $4,569-48.7% | $6,101-61.6% | $5,124-54.3% |