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 | $146,369 | $58,391+150.7% | $76,667+90.9% | $72,976+100.6% |
| Participation rate | 29.6% | 67.4%-37.7pp | 72.1%-42.5pp | 69.5%-39.9pp |
| Annual return | 24.74% | 2306.65%-2281.9pp | 1166.74%-1142.0pp | 81.02%-56.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,548 | $2,690-42.5% | $3,336-53.6% | $3,608-57.1% |
| Admin fee / account holder | $4,546 | $4,014+13.2% | $6,423-29.2% | $5,124-11.3% |