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 | $95,404+19.0% | $113,397+0.1% | $82,637+37.4% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.5%-24.9pp | 68.1%-16.4pp |
| Annual return | 21.01% | 19.08%+1.9pp | 23.20%-2.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,054 | $4,220-51.3% | $5,076-59.5% | $4,126-50.2% |
| Admin fee / account holder | $15,834 | $9,168+72.7% | $11,957+32.4% | $7,339+115.8% |