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 | $148,596 | $108,942+36.4% | $100,415+48.0% | $145,897+1.8% |
| Participation rate | 52.6% | 83.0%-30.4pp | 81.5%-28.9pp | 80.3%-27.7pp |
| Annual return | 11.95% | 58.27%-46.3pp | 49.47%-37.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,751 | $8,461-67.5% | $8,091-66.0% | $6,689-58.9% |
| Admin fee / account holder | $802 | $9,702-91.7% | $7,906-89.9% | $13,390-94.0% |