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 | $96,730 | $78,423+23.3% | $95,964+0.8% | $79,856+21.1% |
| Participation rate | 43.1% | 73.5%-30.4pp | 77.1%-34.0pp | 69.6%-26.6pp |
| Annual return | 23.82% | 19.37%+4.4pp | 91.64%-67.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,551 | $3,440+32.3% | $4,167+9.2% | $3,741+21.7% |
| Admin fee / account holder | $8,805 | $5,622+56.6% | $6,797+29.5% | $5,306+65.9% |