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 | $97,824 | $54,541+79.4% | $78,778+24.2% | $70,126+39.5% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 16.60% | 21.07%-4.5pp | 35.62%-19.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $25 | $1,089-97.7% | $1,986-98.7% | $2,343-98.9% |
| Participant deferral / active EE | $2,629 | $2,210+18.9% | $2,958-11.1% | $3,332-21.1% |
| Admin fee / account holder | $19,770 | $3,709+433.1% | $5,134+285.1% | $4,645+325.6% |