Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $188,260 | $197,637-4.7% | $177,848+5.9% | $158,982+18.4% |
| Participation rate | 59.1% | 88.5%-29.4pp | 87.7%-28.6pp | 82.0%-22.9pp |
| Annual return | 25.36% | 58.77%-33.4pp | 48.33%-23.0pp | 302.99%-277.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,336 | $8,405+11.1% | $7,714+21.0% | $5,983+56.0% |
| Admin fee / account holder | $1,275 | $15,406-91.7% | $12,431-89.7% | $11,252-88.7% |