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 | $103,535 | $97,550+6.1% | $120,344-14.0% | $87,485+18.3% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.7%-20.6pp | 68.9%-12.8pp |
| Annual return | 14.70% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,890 | $4,230-31.7% | $5,135-43.7% | $4,274-32.4% |
| Admin fee / account holder | $11,664 | $9,543+22.2% | $12,742-8.5% | $7,775+50.0% |