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 | $136,421 | $83,898+62.6% | $133,346+2.3% | $94,015+45.1% |
| Participation rate | 51.2% | 63.4%-12.2pp | 72.8%-21.7pp | 70.8%-19.7pp |
| Annual return | 14.63% | 16.00%-1.4pp | 36.85%-22.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,333 | $3,245+2.7% | $4,332-23.1% | $4,249-21.6% |
| Admin fee / account holder | $2,305 | $7,809-70.5% | $14,264-83.8% | $8,951-74.2% |