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 | $175,878 | $76,642+129.5% | $146,866+19.8% | $65,306+169.3% |
| Participation rate | 32.3% | 61.2%-28.9pp | 82.5%-50.2pp | 57.7%-25.4pp |
| Annual return | 15.91% | 33.40%-17.5pp | 102.85%-86.9pp | 21.94%-6.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,581 | $4,864-26.4% | $7,759-53.8% | $2,959+21.0% |
| Admin fee / account holder | $11,414 | $3,960+188.2% | $13,620-16.2% | $3,480+228.0% |