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 | $189,362 | $56,894+232.8% | $84,753+123.4% | $62,881+201.1% |
| Participation rate | 59.0% | 68.5%-9.6pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 6.85% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,332 | $2,709+96.8% | $3,712+43.7% | $3,203+66.5% |
| Admin fee / account holder | $3,208 | $3,581-10.4% | $5,333-39.8% | $4,296-25.3% |