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 | $93,090 | $54,757+70.0% | $90,300+3.1% | $72,983+27.5% |
| Participation rate | 38.6% | 65.1%-26.5pp | 73.3%-34.6pp | 69.5%-30.9pp |
| Annual return | 17.55% | 30.63%-13.1pp | 78.11%-60.6pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,521 | $2,887-12.7% | $3,884-35.1% | $3,608-30.1% |
| Admin fee / account holder | $5,854 | $3,972+47.4% | $5,353+9.4% | $5,124+14.2% |