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 | $123,603 | $63,456+94.8% | $100,712+22.7% | $64,097+92.8% |
| Participation rate | 34.4% | 49.7%-15.3pp | 69.3%-34.9pp | 55.2%-20.8pp |
| Annual return | 15.10% | 19.65%-4.6pp | 33.27%-18.2pp | 34.64%-19.5pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,140 | $2,463-53.7% | $4,085-72.1% | $3,080-63.0% |
| Admin fee / account holder | $4,457 | $4,808-7.3% | $9,256-51.8% | $3,454+29.0% |