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 | $136,092 | $58,828+131.3% | $78,002+74.5% | $62,881+116.4% |
| Participation rate | 67.9% | 71.1%-3.2pp | 75.5%-7.7pp | 69.3%-1.4pp |
| Annual return | 6.60% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,044 | $2,686+13.3% | $3,497-13.0% | $3,203-5.0% |
| Admin fee / account holder | $4,348 | $4,393-1.0% | $5,481-20.7% | $4,296+1.2% |