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 | $134,438 | $114,712+17.2% | $173,730-22.6% | $87,485+53.7% |
| Participation rate | 64.3% | 73.0%-8.7pp | 79.6%-15.3pp | 68.9%-4.6pp |
| Annual return | 14.47% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,489 | $4,642-3.3% | $6,326-29.0% | $4,274+5.0% |
| Admin fee / account holder | $66,076 | $10,210+547.2% | $17,523+277.1% | $7,775+749.9% |