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 | $83,066 | $51,283+62.0% | $95,740-13.2% | $71,511+16.2% |
| Participation rate | 22.9% | 63.1%-40.2pp | 72.3%-49.4pp | 67.9%-45.1pp |
| Annual return | 16.85% | 25.25%-8.4pp | 28.41%-11.6pp | 28.86%-12.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,205 | $3,365-34.5% | $4,244-48.0% | $4,291-48.6% |
| Admin fee / account holder | $5,234 | $1,135+361.2% | $5,676-7.8% | $1,588+229.5% |