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 | $105,728 | $211,105-49.9% | $178,449-40.8% | $145,978-27.6% |
| Participation rate | 58.8% | 80.8%-22.0pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 19.33% | 30.19%-10.9pp | 27.09%-7.8pp | 550.52%-531.2pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,983 | $6,959-28.4% | $6,277-20.6% | $6,690-25.5% |
| Admin fee / account holder | $4,412 | $12,017-63.3% | $10,362-57.4% | $13,400-67.1% |