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 | $156,738 | $124,425+26.0% | $112,040+39.9% | $137,256+14.2% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 15.21% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,076 | $5,718+6.3% | $5,098+19.2% | $6,407-5.2% |
| Admin fee / account holder | $13,884 | $15,207-8.7% | $12,098+14.8% | $12,270+13.2% |