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 | $133,638 | $39,132+241.5% | $57,196+133.6% | $62,881+112.5% |
| Participation rate | 40.5% | 70.5%-29.9pp | 75.3%-34.8pp | 69.3%-28.8pp |
| Annual return | 8.34% | 9.24%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,929 | $2,374+23.4% | $3,096-5.4% | $3,203-8.6% |
| Admin fee / account holder | $39,388 | $2,594+1418.4% | $3,141+1154.1% | $4,296+816.9% |