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 | $130,605 | $135,956-3.9% | $123,894+5.4% | $273,972-52.3% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 4.48% | 56.63%-52.2pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,600 | $6,343-11.7% | $5,984-6.4% | $5,287+5.9% |
| Admin fee / account holder | $8,585 | $9,817-12.6% | $8,357+2.7% | $10,133-15.3% |