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 | $126,102 | $101,950+23.7% | $125,529+0.5% | $86,983+45.0% |
| Participation rate | 52.6% | 70.2%-17.5pp | 74.7%-22.1pp | 69.5%-16.9pp |
| Annual return | 14.18% | 18.29%-4.1pp | 202.56%-188.4pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,415 | $3,862-37.5% | $4,813-49.8% | $4,194-42.4% |
| Admin fee / account holder | $7,953 | $12,791-37.8% | $16,298-51.2% | $7,856+1.2% |