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 | $138,025 | $153,311-10.0% | $109,313+26.3% | $273,972-49.6% |
| Participation rate | 20.0% | 80.1%-60.1pp | 71.3%-51.3pp | 83.0%-63.0pp |
| Annual return | 14.20% | 29.86%-15.7pp | 22.07%-7.9pp | 41.46%-27.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,600 | $3,932-8.4% | $3,166+13.7% | $5,287-31.9% |
| Admin fee / account holder | $929 | $8,076-88.5% | $5,666-83.6% | $10,133-90.8% |