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 | $122,519 | $83,843+46.1% | $123,973-1.2% | $65,306+87.6% |
| Participation rate | 55.0% | 56.0%-1.0pp | 76.7%-21.7pp | 57.7%-2.7pp |
| Annual return | 15.52% | 19.87%-4.4pp | 388.13%-372.6pp | 21.94%-6.4pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $4,914 | $2,997+64.0% | $5,247-6.4% | $2,959+66.0% |
| Admin fee / account holder | $12,841 | $4,735+171.2% | $11,799+8.8% | $3,480+269.0% |