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 | $129,152 | $56,054+130.4% | $171,082-24.5% | $62,881+105.4% |
| Participation rate | 40.5% | 62.9%-22.3pp | 76.7%-36.2pp | 69.3%-28.8pp |
| Annual return | 8.40% | 22.52%-14.1pp | 32.56%-24.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,076 | $3,158-34.3% | $4,797-56.7% | $3,203-35.2% |
| Admin fee / account holder | $10,267 | $3,647+181.5% | $8,520+20.5% | $4,296+139.0% |