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 | $90,360 | $58,848+53.5% | $88,179+2.5% | $82,637+9.3% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.1%-23.7pp | 68.1%-22.6pp |
| Annual return | 25.84% | 22.76%+3.1pp | 64.97%-39.1pp | 53.51%-27.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,310 | $3,124+6.0% | $4,614-28.3% | $4,126-19.8% |
| Admin fee / account holder | $2,843 | $4,795-40.7% | $7,673-63.0% | $7,339-61.3% |