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 | $109,859 | $63,456+73.1% | $100,712+9.1% | $64,097+71.4% |
| Participation rate | 28.1% | 49.7%-21.6pp | 69.3%-41.2pp | 55.2%-27.1pp |
| Annual return | 17.54% | 19.65%-2.1pp | 33.27%-15.7pp | 34.64%-17.1pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,209 | $2,463+70.9% | $4,085+3.0% | $3,080+36.7% |
| Admin fee / account holder | $16,818 | $4,808+249.8% | $9,256+81.7% | $3,454+386.8% |