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 | $168,217 | $95,404+76.3% | $113,397+48.3% | $82,637+103.6% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.5%-22.5pp | 68.1%-14.1pp |
| Annual return | 15.68% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,354 | $4,220+50.6% | $5,076+25.2% | $4,126+54.0% |
| Admin fee / account holder | $676 | $9,168-92.6% | $11,957-94.3% | $7,339-90.8% |