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 | $137,415 | $71,208+93.0% | $93,681+46.7% | $80,911+69.8% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.6%-8.1pp |
| Annual return | 13.78% | 11.27%+2.5pp | 133.47%-119.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,524 | $4,035-12.6% | $4,415-20.2% | $4,297-18.0% |
| Admin fee / account holder | $50,774 | $6,951+630.5% | $8,290+512.5% | $6,935+632.2% |