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 | $102,574 | $93,589+9.6% | $135,942-24.5% | $75,181+36.4% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.7pp | 67.2%-5.0pp |
| Annual return | 25.91% | 30.90%-5.0pp | 68.28%-42.4pp | 160.69%-134.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,330 | $6,405-48.0% | $7,759-57.1% | $4,126-19.3% |
| Admin fee / account holder | $12,601 | $6,977+80.6% | $10,764+17.1% | $5,650+123.0% |