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 | $92,657 | $124,213-25.4% | $118,106-21.5% | $154,746-40.1% |
| Participation rate | 68.8% | 83.6%-14.8pp | 81.9%-13.1pp | 80.7%-12.0pp |
| Annual return | 19.94% | 18.29%+1.6pp | 19.44%+0.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,726 | $6,859-60.3% | $6,619-58.8% | $6,730-59.5% |
| Admin fee / account holder | $1,786 | $9,627-81.4% | $8,973-80.1% | $14,365-87.6% |