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 | $124,545 | $65,361+90.5% | $92,903+34.1% | $72,983+70.6% |
| Participation rate | 55.7% | 68.3%-12.6pp | 76.0%-20.3pp | 69.5%-13.8pp |
| Annual return | 21.27% | 42.11%-20.8pp | 109.43%-88.2pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,177 | $3,128+65.5% | $4,238+22.2% | $3,608+43.5% |
| Admin fee / account holder | $2,525 | $4,251-40.6% | $5,795-56.4% | $5,124-50.7% |