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 | $184,227 | $80,985+127.5% | $96,576+90.8% | $75,181+145.0% |
| Participation rate | 47.2% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.0pp |
| Annual return | 19.37% | 27.05%-7.7pp | 25.87%-6.5pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,550 | $3,929-35.1% | $4,851-47.4% | $4,126-38.2% |
| Admin fee / account holder | $2,997 | $6,719-55.4% | $8,253-63.7% | $5,650-46.9% |