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 | $101,065 | $65,027+55.4% | $90,970+11.1% | $79,852+26.6% |
| Participation rate | 37.0% | 61.6%-24.7pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 13.07% | 30.45%-17.4pp | 134.58%-121.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,374 | $2,512-5.5% | $3,373-29.6% | $3,740-36.5% |
| Admin fee / account holder | $699 | $4,535-84.6% | $5,960-88.3% | $5,306-86.8% |