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 | $94,382 | $89,259+5.7% | $107,187-11.9% | $82,637+14.2% |
| Participation rate | 51.5% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.5pp |
| Annual return | 15.13% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $399 | $3,080-87.1% | $3,782-89.5% | $2,552-84.4% |
| Participant deferral / active EE | $3,214 | $4,037-20.4% | $5,096-36.9% | $4,126-22.1% |
| Admin fee / account holder | $11,143 | $7,381+51.0% | $9,162+21.6% | $7,339+51.8% |