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 | $90,157 | $106,749-15.5% | $145,433-38.0% | $82,448+9.4% |
| Participation rate | 54.8% | 75.6%-20.8pp | 82.1%-27.3pp | 68.1%-13.2pp |
| Annual return | 16.11% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,348 | $6,519-33.3% | $7,897-44.9% | $4,139+5.0% |
| Admin fee / account holder | $19,303 | $8,390+130.1% | $13,129+47.0% | $7,234+166.8% |