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 | $131,327 | $116,190+13.0% | $93,614+40.3% | $152,885-14.1% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 22.70% | 35.96%-13.3pp | 32.76%-10.1pp | 345.39%-322.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,069 | $4,604-55.1% | $4,069-49.1% | $5,851-64.6% |
| Admin fee / account holder | $9,699 | $10,749-9.8% | $7,889+22.9% | $11,598-16.4% |