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 | $123,309 | $78,428+57.2% | $95,960+28.5% | $79,852+54.4% |
| Participation rate | 53.4% | 73.5%-20.1pp | 77.1%-23.7pp | 69.6%-16.2pp |
| Annual return | 14.13% | 19.37%-5.2pp | 91.63%-77.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,915 | $3,440-15.2% | $4,167-30.0% | $3,740-22.1% |
| Admin fee / account holder | $4,811 | $5,622-14.4% | $6,797-29.2% | $5,306-9.3% |