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 | $131,564 | $78,520+67.6% | $96,576+36.2% | $82,448+59.6% |
| Participation rate | 68.5% | 77.7%-9.2pp | 81.4%-12.9pp | 68.1%+0.5pp |
| Annual return | 16.80% | 41.30%-24.5pp | 38.47%-21.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,164 | $6,754+35.7% | $7,956+15.2% | $4,139+121.4% |
| Admin fee / account holder | $6,271 | $13,455-53.4% | $11,381-44.9% | $7,234-13.3% |