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 | $173,998 | $76,564+127.3% | $105,582+64.8% | $94,015+85.1% |
| Participation rate | 60.0% | 65.2%-5.2pp | 71.8%-11.8pp | 70.8%-10.8pp |
| Annual return | 11.15% | 20.69%-9.5pp | 18.61%-7.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,280 | $3,320+28.9% | $4,353-1.7% | $4,249+0.7% |
| Admin fee / account holder | $121,604 | $7,129+1605.9% | $12,856+845.9% | $8,951+1258.5% |