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 | $209,624 | $73,787+184.1% | $98,716+112.4% | $82,448+154.3% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 18.35% | 18.57%-0.2pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,220 | $3,081-27.9% | $4,048-45.1% | $4,139-46.4% |
| Admin fee / account holder | $51,907 | $6,500+698.5% | $8,703+496.4% | $7,234+617.5% |