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 | $216,585 | $254,759-15.0% | $216,5670% | $198,609+9.1% |
| Participation rate | 37.5% | 84.5%-47.0pp | 81.6%-44.1pp | 82.4%-44.9pp |
| Annual return | 6.15% | 10.04%-3.9pp | 12.94%-6.8pp | 202.70%-196.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,237 | $6,948-53.4% | $6,191-47.7% | $6,977-53.6% |
| Admin fee / account holder | $14,342 | $26,311-45.5% | $21,981-34.8% | $19,030-24.6% |