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 | $92,426 | $73,787+25.3% | $98,716-6.4% | $82,448+12.1% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.3%-30.6pp | 68.1%-29.4pp |
| Annual return | 23.00% | 18.57%+4.4pp | 31.81%-8.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,753 | $3,081+21.8% | $4,048-7.3% | $4,139-9.3% |
| Admin fee / account holder | $6,771 | $6,500+4.2% | $8,703-22.2% | $7,234-6.4% |