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 | $78,506 | $72,269+8.6% | $101,271-22.5% | $79,852-1.7% |
| Participation rate | 63.3% | 68.5%-5.2pp | 75.8%-12.5pp | 69.6%-6.4pp |
| Annual return | 17.76% | 22.29%-4.5pp | 46.48%-28.7pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,944 | $3,282-10.3% | $4,371-32.6% | $3,740-21.3% |
| Admin fee / account holder | $13,251 | $4,401+201.1% | $5,948+122.8% | $5,306+149.7% |