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 | $151,632 | $211,105-28.2% | $178,449-15.0% | $145,978+3.9% |
| Participation rate | 35.3% | 80.8%-45.5pp | 77.1%-41.8pp | 80.3%-45.0pp |
| Annual return | 8.46% | 30.19%-21.7pp | 27.09%-18.6pp | 550.52%-542.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,595 | $6,959-62.7% | $6,277-58.6% | $6,690-61.2% |
| Admin fee / account holder | $5,982 | $12,017-50.2% | $10,362-42.3% | $13,400-55.4% |