Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $129,813 | $51,638+151.4% | $68,368+89.9% | $82,448+57.4% |
| Participation rate | 45.7% | 63.6%-18.0pp | 73.8%-28.1pp | 68.1%-22.4pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,855 | $2,914+32.3% | $4,123-6.5% | $4,139-6.9% |
| Admin fee / account holder | $32,436 | $4,643+598.5% | $5,150+529.9% | $7,234+348.4% |