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 | $82,095 | $106,864-23.2% | $147,318-44.3% | $82,637-0.7% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 17.34% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,034 | $6,496+23.7% | $7,906+1.6% | $4,126+94.7% |
| Admin fee / account holder | $2,146 | $8,415-74.5% | $13,708-84.3% | $7,339-70.8% |