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 | $175,100 | $99,994+75.1% | $146,643+19.4% | $85,847+104.0% |
| Participation rate | 56.7% | 73.1%-16.4pp | 80.1%-23.4pp | 69.3%-12.7pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.75%-11.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,220 | $4,006-44.6% | $5,506-59.7% | $3,952-43.8% |
| Admin fee / account holder | $2,044 | $7,703-73.5% | $10,280-80.1% | $6,261-67.3% |