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 | $113,549 | $95,453+19.0% | $112,040+1.3% | $82,448+37.7% |
| Participation rate | 51.6% | 72.8%-21.1pp | 76.5%-24.9pp | 68.1%-16.5pp |
| Annual return | 21.01% | 23.92%-2.9pp | 24.52%-3.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,054 | $4,224-51.4% | $5,098-59.7% | $4,139-50.4% |
| Admin fee / account holder | $15,834 | $9,013+75.7% | $12,098+30.9% | $7,234+118.9% |