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 | $99,548 | $57,590+72.9% | $86,233+15.4% | $82,448+20.7% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.0pp | 68.1%-20.1pp |
| Annual return | 14.25% | 22.41%-8.2pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,378 | $3,080+9.7% | $4,559-25.9% | $4,139-18.4% |
| Admin fee / account holder | $2,371 | $4,730-49.9% | $8,342-71.6% | $7,234-67.2% |