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 | $169,874 | $54,757+210.2% | $90,300+88.1% | $72,983+132.8% |
| Participation rate | 28.0% | 65.1%-37.1pp | 73.3%-45.3pp | 69.5%-41.5pp |
| Annual return | 16.49% | 30.63%-14.1pp | 78.11%-61.6pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,695 | $2,887-41.3% | $3,884-56.4% | $3,608-53.0% |
| Admin fee / account holder | $1,021 | $3,972-74.3% | $5,353-80.9% | $5,124-80.1% |