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 | $108,774 | $71,230+52.7% | $93,727+16.1% | $80,959+34.4% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.7%-47.1pp |
| Annual return | 14.21% | 11.26%+3.0pp | 133.83%-119.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | -$1 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,432 | $4,037-64.5% | $4,417-67.6% | $4,300-66.7% |
| Admin fee / account holder | $17,357 | $6,961+149.3% | $8,292+109.3% | $6,925+150.6% |