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 | $114,025 | $60,349+88.9% | $74,184+53.7% | $62,881+81.3% |
| Participation rate | 30.3% | 72.7%-42.4pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 6.50% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,266 | $2,856+49.4% | $3,550+20.2% | $3,203+33.2% |
| Admin fee / account holder | $975 | $4,261-77.1% | $5,586-82.5% | $4,296-77.3% |