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 | $130,066 | $80,985+60.6% | $96,576+34.7% | $75,181+73.0% |
| Participation rate | 39.7% | 71.8%-32.1pp | 76.0%-36.3pp | 67.2%-27.5pp |
| Annual return | 16.20% | 27.05%-10.8pp | 25.87%-9.7pp | 160.69%-144.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,128 | $3,929-45.8% | $4,851-56.1% | $4,126-48.4% |
| Admin fee / account holder | $5,051 | $6,719-24.8% | $8,253-38.8% | $5,650-10.6% |