Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $155,526 | $97,078+60.2% | $103,065+50.9% | $145,897+6.6% |
| Participation rate | 63.6% | 81.1%-17.5pp | 80.6%-16.9pp | 80.3%-16.7pp |
| Annual return | 16.62% | 25.49%-8.9pp | 23.95%-7.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,325 | $6,601-4.2% | $6,625-4.5% | $6,689-5.5% |
| Admin fee / account holder | $2,155 | $12,505-82.8% | $9,349-77.0% | $13,390-83.9% |