Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,905 | $110,093+16.2% | $97,295+31.5% | $145,897-12.3% |
| Participation rate | 38.9% | 75.9%-37.0pp | 72.7%-33.8pp | 80.3%-41.4pp |
| Annual return | 19.00% | 244.76%-225.8pp | 75.62%-56.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,387 | $4,678-6.2% | $4,264+2.9% | $6,689-34.4% |
| Admin fee / account holder | $2,273 | $6,212-63.4% | $5,646-59.8% | $13,390-83.0% |