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 | $216,755 | $102,429+111.6% | $147,096+47.4% | $80,925+167.8% |
| Participation rate | 48.7% | 75.9%-27.1pp | 82.2%-33.5pp | 67.7%-18.9pp |
| Annual return | 20.25% | 135.02%-114.8pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,682 | $6,649+30.6% | $8,071+7.6% | $4,299+102.0% |
| Admin fee / account holder | $3,651 | $7,957-54.1% | $13,005-71.9% | $6,940-47.4% |