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 | $226,009 | $167,362+35.0% | $143,799+57.2% | $134,532+68.0% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -15.33% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,134 | $5,620-79.8% | $4,952-77.1% | $4,741-76.1% |
| Participant deferral / active EE | $6,129 | $6,447-4.9% | $5,638+8.7% | $6,401-4.3% |
| Admin fee / account holder | $2,097 | $18,094-88.4% | $14,677-85.7% | $11,429-81.6% |