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 | $92,103 | $71,197+29.4% | $93,669-1.7% | $80,925+13.8% |
| Participation rate | 41.0% | 60.4%-19.4pp | 68.7%-27.7pp | 67.7%-26.6pp |
| Annual return | 11.85% | 11.27%+0.6pp | 133.59%-121.7pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,146 | $4,036-46.8% | $4,416-51.4% | $4,299-50.1% |
| Admin fee / account holder | $4,157 | $6,959-40.3% | $8,291-49.9% | $6,940-40.1% |