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 | $163,217 | $93,617+74.3% | $135,982+20.0% | $75,177+117.1% |
| Participation rate | 51.2% | 75.2%-24.0pp | 81.9%-30.7pp | 67.2%-16.0pp |
| Annual return | 22.60% | 30.89%-8.3pp | 68.32%-45.7pp | 160.75%-138.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,207 | $6,406+28.1% | $7,760+5.8% | $4,126+98.9% |
| Admin fee / account holder | $14,589 | $6,980+109.0% | $10,767+35.5% | $5,651+158.2% |