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 | $114,940 | $64,909+77.1% | $82,312+39.6% | $62,293+84.5% |
| Participation rate | 61.4% | 74.9%-13.5pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 18.69% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,827 | $3,103+55.6% | $3,706+30.3% | $3,169+52.3% |
| Admin fee / account holder | $4,003 | $440+810.5% | $5,608-28.6% | $479+735.0% |