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 | $130,448 | $228,352-42.9% | $185,827-29.8% | $158,950-17.9% |
| Participation rate | 15.4% | 82.3%-66.9pp | 78.0%-62.7pp | 82.0%-66.6pp |
| Annual return | 15.84% | 40.81%-25.0pp | 35.96%-20.1pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,020 | $6,416-68.5% | $5,633-64.1% | $5,983-66.2% |
| Admin fee / account holder | $871 | $11,867-92.7% | $9,502-90.8% | $11,248-92.3% |