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 | $93,874 | $81,457+15.2% | $103,378-9.2% | $80,911+16.0% |
| Participation rate | 15.4% | 66.8%-51.5pp | 74.5%-59.1pp | 67.6%-52.3pp |
| Annual return | 10.90% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,224 | $3,871-42.5% | $5,058-56.0% | $4,297-48.2% |
| Admin fee / account holder | $2,614 | $6,717-61.1% | $8,401-68.9% | $6,935-62.3% |