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 | $102,582 | $106,749-3.9% | $145,433-29.5% | $82,448+24.4% |
| Participation rate | 50.6% | 75.6%-25.1pp | 82.1%-31.5pp | 68.1%-17.5pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,169 | $6,519-5.4% | $7,897-21.9% | $4,139+49.0% |
| Admin fee / account holder | $11,465 | $8,390+36.7% | $13,129-12.7% | $7,234+58.5% |