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 | $166,178 | $78,428+111.9% | $95,960+73.2% | $79,852+108.1% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 19.52% | 19.37%+0.1pp | 91.63%-72.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,252 | $3,440+139.9% | $4,167+98.0% | $3,740+120.6% |
| Admin fee / account holder | $3,105 | $5,622-44.8% | $6,797-54.3% | $5,306-41.5% |