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 | $99,441 | $81,504+22.0% | $102,437-2.9% | $80,959+22.8% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 10.70% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,262 | $3,871-15.7% | $5,060-35.5% | $4,300-24.1% |
| Admin fee / account holder | $2,439 | $6,719-63.7% | $8,388-70.9% | $6,925-64.8% |