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 | $102,222 | $64,324+58.9% | $118,914-14.0% | $79,856+28.0% |
| Participation rate | 47.8% | 64.9%-17.0pp | 75.4%-27.6pp | 69.6%-21.8pp |
| Annual return | 19.28% | 86.45%-67.2pp | 35.89%-16.6pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,925 | $2,824+74.4% | $4,266+15.4% | $3,741+31.7% |
| Admin fee / account holder | $13,292 | $4,040+229.0% | $6,582+101.9% | $5,306+150.5% |