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 | $100,336 | $88,672+13.2% | $105,223-4.6% | $82,448+21.7% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 15.69% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $397 | $3,048-87.0% | $3,689-89.2% | $2,551-84.4% |
| Participant deferral / active EE | $2,648 | $4,036-34.4% | $5,072-47.8% | $4,139-36.0% |
| Admin fee / account holder | $3,089 | $7,146-56.8% | $8,859-65.1% | $7,234-57.3% |