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 | $92,872 | $78,197+18.8% | $98,090-5.3% | $82,637+12.4% |
| Participation rate | 69.6% | 77.5%-7.9pp | 81.5%-12.0pp | 68.1%+1.5pp |
| Annual return | 57.74% | 40.25%+17.5pp | 37.05%+20.7pp | 53.51%+4.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,058 | $6,636+6.4% | $7,845-10.0% | $4,126+71.1% |
| Admin fee / account holder | $4,574 | $14,832-69.2% | $11,815-61.3% | $7,339-37.7% |