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 | $150,042 | $61,356+144.5% | $149,696+0.2% | $71,511+109.8% |
| Participation rate | 37.4% | 62.5%-25.1pp | 78.8%-41.4pp | 67.9%-30.5pp |
| Annual return | 57.91% | 35.86%+22.1pp | 134.46%-76.5pp | 28.86%+29.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,113 | $2,920-61.9% | $5,682-80.4% | $4,291-74.1% |
| Admin fee / account holder | $4,869 | $1,263+285.4% | $13,212-63.1% | $1,588+206.5% |