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 | $127,778 | $106,749+19.7% | $145,433-12.1% | $82,448+55.0% |
| Participation rate | 68.8% | 75.6%-6.9pp | 82.1%-13.4pp | 68.1%+0.7pp |
| Annual return | 22.07% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,029 | $6,519+69.2% | $7,897+39.7% | $4,139+166.4% |
| Admin fee / account holder | $4,648 | $8,390-44.6% | $13,129-64.6% | $7,234-35.7% |