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 | $93,958 | $67,602+39.0% | $82,312+14.1% | $70,126+34.0% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 15.05% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,810 | $2,987+27.5% | $3,706+2.8% | $3,332+14.3% |
| Admin fee / account holder | $2,751 | $4,512-39.0% | $5,608-50.9% | $4,645-40.8% |