Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $231,898 | $95,453+142.9% | $112,040+107.0% | $82,448+181.3% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 22.25% | 23.92%-1.7pp | 24.52%-2.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,199 | $4,224+23.1% | $5,098+2.0% | $4,139+25.6% |
| Admin fee / account holder | $4,185 | $9,013-53.6% | $12,098-65.4% | $7,234-42.2% |