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 | $122,226 | $47,105+159.5% | $68,368+78.8% | $67,986+79.8% |
| Participation rate | 45.2% | 51.8%-6.6pp | 73.8%-28.6pp | 57.2%-12.0pp |
| Annual return | 15.65% | 48.37%-32.7pp | 292.57%-276.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,546 | $2,374+91.5% | $4,123+10.3% | $3,358+35.4% |
| Admin fee / account holder | $7,927 | $2,435+225.5% | $5,150+53.9% | $3,203+147.5% |