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 | $218,648 | $110,337+98.2% | $102,383+113.6% | $145,877+49.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.21% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $455 | $4,216-89.2% | $3,870-88.2% | $4,663-90.2% |
| Participant deferral / active EE | $3,900 | $5,621-30.6% | $5,060-22.9% | $6,691-41.7% |
| Admin fee / account holder | $1,270 | $9,750-87.0% | $8,391-84.9% | $13,402-90.5% |