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 | $190,784 | $97,550+95.6% | $120,344+58.5% | $87,485+118.1% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.7%-18.8pp | 68.9%-11.0pp |
| Annual return | 19.35% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,238 | $4,230+0.2% | $5,135-17.5% | $4,274-0.8% |
| Admin fee / account holder | $17,286 | $9,543+81.1% | $12,742+35.7% | $7,775+122.3% |