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 | $164,205 | $153,311+7.1% | $109,313+50.2% | $273,972-40.1% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 6.20% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,389 | $3,932+62.5% | $3,166+101.8% | $5,287+20.8% |
| Admin fee / account holder | $9,714 | $8,076+20.3% | $5,666+71.4% | $10,133-4.1% |