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 | $117,949 | $91,760+28.5% | $156,181-24.5% | $67,986+73.5% |
| Participation rate | 47.1% | 65.0%-17.9pp | 78.8%-31.7pp | 57.2%-10.1pp |
| Annual return | 15.35% | 18.14%-2.8pp | 64.87%-49.5pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,484 | $3,960+63.7% | $6,132+5.7% | $3,358+93.1% |
| Admin fee / account holder | $22,100 | $3,949+459.7% | $14,586+51.5% | $3,203+590.0% |