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 | $169,179 | $79,449+112.9% | $189,558-10.8% | $85,856+97.0% |
| Participation rate | 57.1% | 66.0%-8.8pp | 78.5%-21.3pp | 69.3%-12.2pp |
| Annual return | 12.20% | 18.45%-6.2pp | 64.19%-52.0pp | 318.58%-306.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,104 | $4,051+1.3% | $6,174-33.5% | $3,952+3.8% |
| Admin fee / account holder | $21,622 | $5,377+302.1% | $9,809+120.4% | $6,261+245.4% |