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 | $117,949 | $95,904+23.0% | $173,730-32.1% | $64,340+83.3% |
| Participation rate | 47.1% | 60.6%-13.5pp | 79.6%-32.5pp | 55.2%-8.1pp |
| Annual return | 15.35% | 17.47%-2.1pp | 19.96%-4.6pp | 24.14%-8.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,484 | $3,488+85.9% | $6,326+2.5% | $2,980+117.6% |
| Admin fee / account holder | $22,100 | $5,089+334.3% | $17,523+26.1% | $3,703+496.9% |