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 | $218,402 | $154,193+41.6% | $130,045+67.9% | $139,466+56.6% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 18.70% | 32.51%-13.8pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,065 | $5,292-79.9% | $4,321-75.3% | $4,754-77.6% |
| Participant deferral / active EE | $6,865 | $6,709+2.3% | $5,820+18.0% | $6,712+2.3% |
| Admin fee / account holder | $9,543 | $13,989-31.8% | $10,600-10.0% | $11,409-16.4% |