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 | $113,419 | $72,177+57.1% | $115,038-1.4% | $59,633+90.2% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | 2.47% | 12.02%-9.6pp | 26.14%-23.7pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,155 | $4,783-34.0% | $6,026-47.7% | $3,192-1.2% |
| Admin fee / account holder | $7,930 | $4,927+61.0% | $8,175-3.0% | $4,297+84.5% |