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 | $101,948 | $86,294+18.1% | $111,303-8.4% | $85,856+18.7% |
| Participation rate | 69.5% | 73.3%-3.8pp | 77.3%-7.8pp | 69.3%+0.2pp |
| Annual return | 16.57% | 19.99%-3.4pp | 54.66%-38.1pp | 318.58%-302.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,603 | $3,641+53.9% | $4,487+24.9% | $3,952+41.8% |
| Admin fee / account holder | $7,216 | $8,189-11.9% | $7,966-9.4% | $6,261+15.3% |