Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,008 | $86,940+8.1% | $102,434-8.2% | $80,935+16.2% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.7%-21.0pp |
| Annual return | 14.18% | 18.89%-4.7pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,777 | $4,121+40.2% | $5,055+14.3% | $4,299+34.4% |
| Admin fee / account holder | $48,037 | $8,047+497.0% | $9,462+407.7% | $6,924+593.7% |