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 | $199,303 | $63,773+212.5% | $81,286+145.2% | $80,925+146.3% |
| Participation rate | 67.1% | 63.9%+3.2pp | 69.5%-2.4pp | 67.7%-0.6pp |
| Annual return | 16.96% | 16.37%+0.6pp | 24.80%-7.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | -$0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,223 | $3,093+198.2% | $3,883+137.5% | $4,299+114.6% |
| Admin fee / account holder | $18,009 | $5,682+216.9% | $5,764+212.4% | $6,940+159.5% |