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 | $180,150 | $71,230+152.9% | $93,727+92.2% | $80,959+122.5% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.7%-11.7pp |
| Annual return | 12.15% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,953 | $4,037+22.7% | $4,417+12.1% | $4,300+15.2% |
| Admin fee / account holder | $18,798 | $6,961+170.1% | $8,292+126.7% | $6,925+171.4% |