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 | $107,941 | $65,361+65.1% | $92,903+16.2% | $72,983+47.9% |
| Participation rate | 33.9% | 68.3%-34.4pp | 76.0%-42.1pp | 69.5%-35.6pp |
| Annual return | 26.21% | 42.11%-15.9pp | 109.43%-83.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,120 | $3,128-32.2% | $4,238-50.0% | $3,608-41.2% |
| Admin fee / account holder | $8,982 | $4,251+111.3% | $5,795+55.0% | $5,124+75.3% |