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 | $81,746 | $57,140+43.1% | $85,240-4.1% | $80,959+1.0% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.5pp | 67.7%+1.4pp |
| Annual return | 12.33% | 21.71%-9.4pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,650 | $3,115+17.2% | $4,527-19.4% | $4,300-15.1% |
| Admin fee / account holder | $33,825 | $4,992+577.6% | $6,165+448.7% | $6,925+388.4% |