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 | $93,832 | $71,215+31.8% | $93,696+0.1% | $80,935+15.9% |
| Participation rate | 23.5% | 60.4%-36.9pp | 68.7%-45.2pp | 67.7%-44.1pp |
| Annual return | 19.76% | 11.27%+8.5pp | 133.74%-114.0pp | 35.66%-15.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,699 | $4,037-57.9% | $4,417-61.5% | $4,299-60.5% |
| Admin fee / account holder | $19,247 | $6,958+176.6% | $8,287+132.3% | $6,924+178.0% |