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 | $103,445 | $78,682+31.5% | $109,188-5.3% | $85,851+20.5% |
| Participation rate | 35.8% | 68.3%-32.5pp | 75.9%-40.1pp | 69.3%-33.5pp |
| Annual return | 14.91% | 25.09%-10.2pp | 25.76%-10.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $453 | $2,734-83.4% | $3,723-87.8% | $2,565-82.4% |
| Participant deferral / active EE | $1,877 | $3,468-45.9% | $4,654-59.7% | $3,952-52.5% |
| Admin fee / account holder | $2,577 | $5,470-52.9% | $6,755-61.8% | $6,261-58.8% |