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 | $122,842 | $65,364+87.9% | $92,909+32.2% | $72,975+68.3% |
| Participation rate | 61.6% | 68.3%-6.7pp | 76.0%-14.4pp | 69.5%-7.8pp |
| Annual return | 17.53% | 42.11%-24.6pp | 109.44%-91.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,538 | $3,128+77.0% | $4,238+30.7% | $3,608+53.5% |
| Admin fee / account holder | $14,960 | $4,251+251.9% | $5,795+158.1% | $5,124+191.9% |