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 | $81,837 | $54,757+49.5% | $90,304-9.4% | $72,975+12.1% |
| Participation rate | 59.4% | 65.2%-5.7pp | 73.3%-13.9pp | 69.5%-10.1pp |
| Annual return | 17.64% | 30.63%-13.0pp | 78.13%-60.5pp | 81.01%-63.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,302 | $2,887+118.3% | $3,885+62.2% | $3,608+74.7% |
| Admin fee / account holder | $6,329 | $3,973+59.3% | $5,354+18.2% | $5,124+23.5% |