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 | $91,262 | $95,404-4.3% | $113,397-19.5% | $82,637+10.4% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 12.93% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,481 | $4,220-17.5% | $5,076-31.4% | $4,126-15.6% |
| Admin fee / account holder | $573 | $9,168-93.7% | $11,957-95.2% | $7,339-92.2% |