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 | $105,320 | $106,923-1.5% | $84,023+25.3% | $152,909-31.1% |
| Participation rate | 41.7% | 75.3%-33.6pp | 69.0%-27.4pp | 82.5%-40.8pp |
| Annual return | 22.41% | 105.02%-82.6pp | 71.32%-48.9pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,772 | $4,013-30.9% | $3,239-14.4% | $5,851-52.6% |
| Admin fee / account holder | $981 | $8,289-88.2% | $6,102-83.9% | $11,601-91.5% |