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 | $168,363 | $77,962+116.0% | $178,540-5.7% | $80,935+108.0% |
| Participation rate | 55.9% | 65.7%-9.8pp | 77.1%-21.2pp | 67.7%-11.8pp |
| Annual return | 16.68% | 18.10%-1.4pp | 27.15%-10.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,749 | $4,404-60.3% | $6,281-72.1% | $4,299-59.3% |
| Admin fee / account holder | $12,697 | $7,156+77.4% | $10,424+21.8% | $6,924+83.4% |