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 | $244,676 | $80,983+202.1% | $96,544+153.4% | $75,177+225.5% |
| Participation rate | 41.1% | 71.8%-30.7pp | 76.0%-34.9pp | 67.2%-26.1pp |
| Annual return | 15.58% | 27.05%-11.5pp | 25.88%-10.3pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,904 | $3,929+24.8% | $4,851+1.1% | $4,126+18.8% |
| Admin fee / account holder | $5,153 | $6,717-23.3% | $8,254-37.6% | $5,651-8.8% |