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 | $144,782 | $72,012+101.1% | $185,827-22.1% | $79,858+81.3% |
| Participation rate | 56.7% | 65.8%-9.1pp | 78.0%-21.4pp | 69.6%-13.0pp |
| Annual return | 17.60% | 23.12%-5.5pp | 35.96%-18.4pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,453 | $3,779-8.6% | $5,633-38.7% | $3,740-7.7% |
| Admin fee / account holder | $2,022 | $4,513-55.2% | $9,502-78.7% | $5,306-61.9% |