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 | $81,733 | $58,493+39.7% | $84,021-2.7% | $72,975+12.0% |
| Participation rate | 44.2% | 61.2%-17.0pp | 69.0%-24.8pp | 69.5%-25.3pp |
| Annual return | 19.23% | 28.93%-9.7pp | 71.32%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,683 | $2,394+12.1% | $3,239-17.2% | $3,608-25.6% |
| Admin fee / account holder | $5,521 | $4,569+20.9% | $6,102-9.5% | $5,124+7.8% |