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 | $115,758 | $106,864+8.3% | $147,318-21.4% | $82,637+40.1% |
| Participation rate | 44.1% | 75.5%-31.4pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 62.72% | 27.49%+35.2pp | 70.43%-7.7pp | 53.51%+9.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,671 | $6,496+33.5% | $7,906+9.7% | $4,126+110.1% |
| Admin fee / account holder | $747 | $8,415-91.1% | $13,708-94.5% | $7,339-89.8% |