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 | $106,739 | $65,712+62.4% | $57,196+86.6% | $273,972-61.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 7.77% | 22.01%-14.2pp | 14.59%-6.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,810 | $3,782+53.6% | $3,096+87.6% | $5,287+9.9% |
| Admin fee / account holder | $663 | $4,838-86.3% | $3,141-78.9% | $10,133-93.5% |