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 | $136,119 | $223,823-39.2% | $211,142-35.5% | $154,746-12.0% |
| Participation rate | 45.5% | 87.9%-42.4pp | 87.3%-41.8pp | 80.7%-35.2pp |
| Annual return | 12.79% | 50.39%-37.6pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,753 | $9,750-51.3% | $9,284-48.8% | $6,730-29.4% |
| Admin fee / account holder | $62,246 | $19,707+215.9% | $19,076+226.3% | $14,365+333.3% |