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 | $97,549 | $77,472+25.9% | $100,415-2.9% | $80,959+20.5% |
| Participation rate | 65.0% | 76.9%-11.9pp | 81.5%-16.5pp | 67.7%-2.7pp |
| Annual return | 12.74% | 37.26%-24.5pp | 49.47%-36.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,232 | $6,818+35.4% | $8,091+14.1% | $4,300+114.7% |
| Admin fee / account holder | $16,368 | $5,885+178.1% | $7,906+107.0% | $6,925+136.3% |