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 | $155,136 | $86,949+78.4% | $102,460+51.4% | $80,959+91.6% |
| Participation rate | 43.2% | 72.4%-29.2pp | 76.5%-33.3pp | 67.7%-24.5pp |
| Annual return | 17.09% | 18.89%-1.8pp | 29.47%-12.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,785 | $4,121+16.1% | $5,056-5.4% | $4,300+11.3% |
| Admin fee / account holder | $946 | $8,048-88.2% | $9,460-90.0% | $6,925-86.3% |