Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $149,308 | $74,535+100.3% | $100,712+48.3% | $82,637+80.7% |
| Participation rate | 19.2% | 61.2%-41.9pp | 69.3%-50.0pp | 68.1%-48.8pp |
| Annual return | 13.76% | 18.92%-5.2pp | 33.27%-19.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,439 | $3,074-53.2% | $4,085-64.8% | $4,126-65.1% |
| Admin fee / account holder | $920 | $6,576-86.0% | $9,256-90.1% | $7,339-87.5% |