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 | $174,063 | $167,362+4.0% | $143,799+21.0% | $134,532+29.4% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -17.37% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,001 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $3,319 | $6,447-48.5% | $5,638-41.1% | $6,401-48.2% |
| Admin fee / account holder | $2,781 | $18,094-84.6% | $14,677-81.1% | $11,429-75.7% |