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 | $102,958 | $101,778+1.2% | $164,975-37.6% | $80,925+27.2% |
| Participation rate | 46.8% | 71.8%-25.0pp | 78.6%-31.8pp | 67.7%-20.8pp |
| Annual return | 13.00% | 16.73%-3.7pp | 70.12%-57.1pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,036 | $4,477+12.5% | $6,033-16.5% | $4,299+17.1% |
| Admin fee / account holder | $5,066 | $8,221-38.4% | $12,688-60.1% | $6,940-27.0% |