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 | $153,964 | $76,407+101.5% | $150,298+2.4% | $82,448+86.7% |
| Participation rate | 61.5% | 66.4%-4.9pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 16.81% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,034 | $3,214-5.6% | $5,453-44.4% | $4,139-26.7% |
| Admin fee / account holder | $2,352 | $6,352-63.0% | $14,116-83.3% | $7,234-67.5% |