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 | $104,533 | $99,875+4.7% | $146,866-28.8% | $86,983+20.2% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 14.94% | 28.10%-13.2pp | 102.85%-87.9pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,028 | $6,322-52.1% | $7,759-61.0% | $4,194-27.8% |
| Admin fee / account holder | $824 | $7,838-89.5% | $13,620-94.0% | $7,856-89.5% |