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 | $96,945 | $89,259+8.6% | $107,187-9.6% | $82,637+17.3% |
| Participation rate | 36.5% | 67.9%-31.4pp | 75.0%-38.5pp | 68.1%-31.5pp |
| Annual return | 14.34% | 21.02%-6.7pp | 204.55%-190.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,794 | $4,037-6.0% | $5,096-25.5% | $4,126-8.0% |
| Admin fee / account holder | $12,238 | $7,381+65.8% | $9,162+33.6% | $7,339+66.8% |