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 | $98,406 | $78,682+25.1% | $109,188-9.9% | $85,851+14.6% |
| Participation rate | 59.0% | 68.3%-9.3pp | 75.9%-16.9pp | 69.3%-10.3pp |
| Annual return | 13.84% | 25.09%-11.3pp | 25.76%-11.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,426 | $3,468-1.2% | $4,654-26.4% | $3,952-13.3% |
| Admin fee / account holder | $4,565 | $5,470-16.5% | $6,755-32.4% | $6,261-27.1% |