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 | $146,079 | $58,258+150.7% | $81,820+78.5% | $80,925+80.5% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 11.25% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,184 | $3,284+27.4% | $4,323-3.2% | $4,299-2.7% |
| Admin fee / account holder | $2,964 | $4,976-40.4% | $7,391-59.9% | $6,940-57.3% |