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 | $168,493 | $51,642+226.3% | $129,384+30.2% | $80,935+108.2% |
| Participation rate | 26.8% | 56.9%-30.2pp | 69.6%-42.9pp | 67.7%-40.9pp |
| Annual return | 14.50% | 20.78%-6.3pp | 9461.77%-9447.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,564 | $2,670-4.0% | $4,166-38.5% | $4,299-40.4% |
| Admin fee / account holder | $3,153 | $4,312-26.9% | $7,686-59.0% | $6,924-54.5% |