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 | $142,766 | $54,541+161.8% | $78,778+81.2% | $70,126+103.6% |
| Participation rate | 12.9% | 60.8%-47.9pp | 69.2%-56.3pp | 69.5%-56.6pp |
| Annual return | 16.49% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,334 | $2,210-39.6% | $2,958-54.9% | $3,332-60.0% |
| Admin fee / account holder | $512 | $3,709-86.2% | $5,134-90.0% | $4,645-89.0% |