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 | $111,012 | $57,140+94.3% | $85,240+30.2% | $80,959+37.1% |
| Participation rate | 46.0% | 56.4%-10.4pp | 67.5%-21.6pp | 67.7%-21.7pp |
| Annual return | 12.19% | 21.71%-9.5pp | 66.75%-54.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $114 | $1,802-93.7% | $2,735-95.8% | $2,757-95.9% |
| Participant deferral / active EE | $2,747 | $3,115-11.8% | $4,527-39.3% | $4,300-36.1% |
| Admin fee / account holder | $9,699 | $4,992+94.3% | $6,165+57.3% | $6,925+40.1% |