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 | $151,561 | $116,203+30.4% | $93,621+61.9% | $152,909-0.9% |
| Participation rate | 58.8% | 78.1%-19.2pp | 75.8%-17.0pp | 82.5%-23.6pp |
| Annual return | 17.93% | 35.96%-18.0pp | 32.76%-14.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,508 | $4,605-23.8% | $4,070-13.8% | $5,851-40.1% |
| Admin fee / account holder | $11,648 | $10,751+8.3% | $7,890+47.6% | $11,601+0.4% |