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 | $141,882 | $106,923+32.7% | $84,023+68.9% | $152,909-7.2% |
| Participation rate | 58.3% | 75.3%-16.9pp | 69.0%-10.7pp | 82.5%-24.1pp |
| Annual return | 18.78% | 105.02%-86.2pp | 71.32%-52.5pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,837 | $4,013+45.5% | $3,239+80.2% | $5,851-0.2% |
| Admin fee / account holder | $1,216 | $8,289-85.3% | $6,102-80.1% | $11,601-89.5% |