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 | $94,737 | $56,054+69.0% | $171,082-44.6% | $62,881+50.7% |
| Participation rate | 46.5% | 62.9%-16.4pp | 76.7%-30.2pp | 69.3%-22.8pp |
| Annual return | 5.76% | 22.52%-16.8pp | 32.56%-26.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,101 | $3,158+61.5% | $4,797+6.3% | $3,203+59.3% |
| Admin fee / account holder | $2,520 | $3,647-30.9% | $8,520-70.4% | $4,296-41.3% |