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 | $123,873 | $88,707+39.6% | $74,184+67.0% | $273,972-54.8% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.6%-22.8pp | 83.0%-29.2pp |
| Annual return | 3.48% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,230 | $4,212-70.8% | $3,550-65.3% | $5,287-76.7% |
| Admin fee / account holder | $35,319 | $8,717+305.2% | $5,586+532.3% | $10,133+248.6% |