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 | $226,065 | $63,904+253.8% | $89,340+153.0% | $67,986+232.5% |
| Participation rate | 59.1% | 54.3%+4.8pp | 69.6%-10.4pp | 57.2%+1.9pp |
| Annual return | 12.32% | 18.09%-5.8pp | 20.57%-8.3pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,682 | $2,691+74.0% | $3,823+22.5% | $3,358+39.4% |
| Admin fee / account holder | $4,362 | $3,315+31.6% | $6,704-34.9% | $3,203+36.2% |