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 | $108,460 | $56,894+90.6% | $84,753+28.0% | $62,881+72.5% |
| Participation rate | 62.9% | 68.5%-5.7pp | 76.6%-13.7pp | 69.3%-6.4pp |
| Annual return | 7.36% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,338 | $2,709-13.7% | $3,712-37.0% | $3,203-27.0% |
| Admin fee / account holder | $12,119 | $3,581+238.4% | $5,333+127.2% | $4,296+182.1% |